- Umpqua Bank (Irvine, CA)
- …executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. + ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles,...relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management . * Has the ability analyze client needs, identify ... to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and provide clients with… more
- BlackRock (San Francisco, CA)
- …Lead client engagement efforts in the Americas to generate new and repeat business through proactive relationship management . + Develop and deepen client ... York BlackRock is a world-class provider of global investment management , risk management and advisory services to...Hong Kong and Singapore with a focus on large multi- asset portfolio restructures. We have over 50 transition professionals… more
- JPMorgan Chase (San Francisco, CA)
- …and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including ... + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth ...needed + Connect your clients across all lines of business of JP Morgan Chase & Co. + Ensure… more
- BlackRock (San Francisco, CA)
- …Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management , operating under BlackRock's SMA Solutions business . QIS is ... or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all our clients, from wealth… more
- CIBC (San Francisco, CA)
- …Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative services. ... discussed at the time of your interview._ **How you'll succeed** **Client Relationship Management & Service Delivery** + Serve as the primary contact for day-to-day… more
- BlackRock (Sausalito, CA)
- …**Requirements:** * 3+ years of related experience working in asset management and/or a brokerage firm in business process improvement/engineering/project or ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...Direct Indexing Equity team. This role will work across business teams including Portfolio Management , Trading and… more
- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... assess portfolio performance. + Excellent communicator that builds trust with clients, business partners and management . + Ability to explain complex financial… more
- JPMorgan Chase (San Francisco, CA)
- …and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including ... the Asia market of JP Morgan's International Private Banking business . We are actively looking for exceptionally talented individuals...the next level. Our Private Bank is a global wealth management leader that delivers the highest… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of current ... Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts. Assist… more