- JPMorgan Chase (San Francisco, CA)
- …acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments...knowledge of the equity and fixed income markets and alternative investments , including Hedge Funds, Private Equity… 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 ... credit and liquidity. + Proficient in global asset allocation strategies including alternative investments . + Monitor and assess portfolio performance. +… more
- Citigroup (San Ramon, CA)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services ... Advise customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi's brand, and promote...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Bank of America (Los Angeles, CA)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... enhancing existing relationships. The SRM must have experience in Investment Banking and ability to engage in dialogue with...CEO and CFO levels regarding the company's industry and alternative capital structures. The SRM will then assess the… more
- Bank of America (Roseville, CA)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management , and Merchant Services in order to design and...regarding topics such as the client and prospect industry, alternative capital structures, and general business issues + Coaches… more
- Fifth Third Bank, NA (Ontario, CA)
- …and understanding of accounting principles. + Thorough knowledge of Commercial, Treasury Management , and alternative lending and financing options. + Ability to ... analysis, in order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs. The incumbent will… more