- BMO Financial Group (Los Angeles, CA)
- …Client Performance/ Portfolio Management + Actively manage assigned portfolio to maximize return and credit quality. + Prepare concise, well-reasoned ... (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio ...packages. + Work with Treasury / Capital Markets / Wealth specialists as needed to support cross-sell opportunities. +… 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 ... people. Together for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment… more
- CIBC (Newport Beach, CA)
- …demonstrated knowledge of credit , lending, investment strategy, trust administration and wealth management solutions. + You put our clients first. You engage ... Issue Resolution, Client Service, Customer Experience (CX), Financial Advising, Financial Analysis, Portfolio Management , Wealth Management At CIBC,… more
- Comerica (Costa Mesa, CA)
- …and noncredit services + 7 years in combined lending portfolio , underwriting and credit experience + 3 years management experience + 5 years Credit ... and non-interest income; and managing direct expenses. Manage and maintain loan portfolio credit quality. Communicate appropriate loan policies and guidelines… more
- Fifth Third Bank, NA (El Segundo, CA)
- … Officers on credit requests and adhere to established Portfolio Management guidelines (ie, delinquencies, documentation preparation, financial statement ... knowledge of trends, practices, services and the competitive landscape. Portfolio Management + Work with One Bank...Management + Work with One Bank partners (Treasury Management ., Capital Markets, and Wealth Management… more
- Umpqua Bank (Irvine, CA)
- …of senior and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles,...credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This… more
- CIBC (San Francisco, CA)
- …art, and aircraft. + **Expertise:** Strong knowledge of risk management , credit structuring, and portfolio management . + **Leadership:** Proven ability ... Advisor, you'll play a pivotal role in structuring complex credit facilities for High Net Worth (HNW) and Ultra...Customer Experience (CX), Group Problem Solving, Investment Advising, People Management , Wealth Management At CIBC,… more
- JPMorgan Chase (Encino, CA)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Comerica (Palo Alto, CA)
- …Life SciencesThe Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Comerica (Sacramento, CA)
- …Manager, Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more