- 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
- 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
- Wells Fargo (San Francisco, CA)
- …Qualifications:** + MBA or Higher Education + CFA, CAIA Designations + Wealth Management support experience with multi-generational families + Excellent verbal, ... and technical needs across groups and functions within Private Wealth Portfolio Management + Lead the strategy...company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational,… more
- Charles Schwab (San Diego, CA)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Sr. Manager,...enable you to leverage a vast array of holistic wealth management products as you help clients… 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 (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi ... along with restructuring existing loans as part of clients overall capital management . We have Lending representation across 8 countries to provide seamless coverage… 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
- 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