- JPMorgan Chase (Santa Clara, CA)
- …and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new ... of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the… more
- BlackRock (San Francisco, CA)
- …management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual ... BlackRock's internal businesses + Manage orders and trading workflow in a risk -controlled manner as afiduciary + Monitor market activity in areas of specialization… more
- Citigroup (Oakland, CA)
- …customer satisfaction + Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings + Identify training needs, ... and operations roles within the branch and onboarding + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- BlackRock (San Francisco, CA)
- …needed to manage money in real time. Our investment software combines risk analytics with portfolio management, trading, compliance, and operations tools on a ... single platform to power informed decision-making, effective risk management, efficient trading, and operational scale. Through Aladdin, the firm offers to clients… more
- JPMorgan Chase (San Francisco, CA)
- …industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all ... + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal… more
- JPMorgan Chase (Palo Alto, CA)
- …and general industry observations + Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with ... Credit, Risk , and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations **Required Qualifications, Skills and Capabilities:** + Possesses… more
- Citigroup (Los Angeles, CA)
- …and Citi's policies / guidelines at all time + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's ... reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,… more
- JPMorgan Chase (Irvine, CA)
- …a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, ... Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 and 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90… more
- Navy Federal Credit Union (San Diego, CA)
- …teams and projects of the highest complexity which have business risk and impact + Significant experience in managing multiple priorities independently ... and/or in a team environment to achieve goals + Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely to stakeholders & management + Significant experience in demonstrating thought-leadership, initiative-taking,… more
- MUFG (Los Angeles, CA)
- …banking services and cross-sell MUFG products, while effectively managing credit risk in collaboration with colleagues in Japanese Corporate Banking and other ... relevant Divisions and Departments. **Major responsibilities** **:** New Business Development (50%) + Develop, maintain, and work to broaden and deepen close business relationships with existing clients as well as cultivate business with prospective customers.… more