- Citigroup (San Francisco, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.… more
- Citigroup (Merced, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial… more
- JPMorgan Chase (Los Angeles, CA)
- …internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion,...classes across hedge funds, private equity funds, private credit funds, and real asset funds. With over $… more
- US Bank (Aptos, CA)
- …and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting ... US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank, we are uniquely positioned for growth and are making… more
- US Bank (Watsonville, CA)
- …where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction ... and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and… more
- Comerica (Los Angeles, CA)
- …development activities, as appropriate. Qualifications Position Qualifications: First Level Officer, Portfolio Manager I + Bachelor's Degree from an accredited ... (2 years preferred) of experience underwriting commercial loans Assistant Vice President, Portfolio Manager II + Bachelor's Degree from an accredited university… more
- Comerica (Costa Mesa, CA)
- Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability ... taking ownership of all reviews and renewals for existing credit customers. Portfolio to include more complex...qualitative input for RECAP creation. Works in conjunction with manager to prepare for and present at loan committees… more
- Columbia Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... people. Together for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment… more
- Columbia Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California Walnut Creek, California Addison, Texas Henderson, Nevada **Description** **About Us:** At ... Together for better. **About the Role:** + The Relationship Manager plays a key role in expanding Columbia Bank's...organizations including physician groups, DSOs, and micro-ER operators. + Credit Structuring: Underwrite and manage a portfolio … more
- Citizens (Menlo Park, CA)
- …private equity credit markets. Key measures of success: + Maintain portfolio 's premier credit quality through targeted, thoughtful business development + ... Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...team based in Menlo Park is adding a Relationship Manager to the team to contribute to the ongoing… more