- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY?...of the principles of Operational Risk , Market Risk , Credit Risk , and Liquidity ... The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management , is a leadership role as an auditor-in-charge… more
- Wells Fargo (Los Angeles, CA)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) ... a JP Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management . As a Vice President, Private Wealth Planner within… more
- HSBC (Beverly Hills, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... + Good understanding of how to work with Compliance, Credit & Risk and Internal Control to...status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Beverly… more
- HSBC (San Francisco, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth...+ Good understanding of how to work with Compliance, Credit & Risk and Internal Control to… more
- Citigroup (Palo Alto, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... and tailored product offerings + Work closely with Investments, Credit , Cash Management , and Financial Planning teams...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (San Francisco, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... and tailored product offerings + Work closely with Investments, Credit , Cash Management , and Financial Planning teams...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Wells Fargo (Beverly Hills, CA)
- …Banking experience + Custom and Commercial lending experience + Excellent sales and relationship management skills + Credit risk experience + Knowledge of ... needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust… more
- Nuveen Investments (San Francisco, CA)
- …Client Relationship Management , Consultative Communication, Detail-Oriented, Financial Risk Management , Fixed Income Investments, Market/Industry Dynamics, ... Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs...and serve as an integrated member of Nuveen's Structured Credit team that has a cycle-tested track record of… 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 ... primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family offices,… more