- CIBC (San Francisco, CA)
- …private equity, hedge funds, fine art, and aircraft. + **Expertise:** Strong knowledge of risk management , credit structuring, and portfolio management . ... You're skilled in analyzing financial data and structuring complex credit facilities while adhering to risk tolerance...Customer Experience (CX), Group Problem Solving, Investment Advising, People Management , Wealth Management At CIBC,… more
- Comerica (Costa Mesa, CA)
- …to support servicing of existing customer base.Position Responsibilities: Portfolio and Risk Management Retain and manage existing loan portfolio, taking ... with Loan Closers to facilitate closing of renewals or amendments. Adheres to Risk Management policies and guidelines, ie regulatory compliance, portfolio and … more
- Comerica (Costa Mesa, CA)
- …in-depth knowledge of lending and non-lending products and services, including Treasury Management , Wealth Management , Foreign Exchange, and Global Capital ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Wells Fargo (Hawthorne, CA)
- …grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, ... with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet...most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …landscape. Portfolio Management + Work with One Bank partners (Treasury Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate ... + Lead and coordinate all client facing activities, including credit support, treasury management , and capital markets...performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk ,… more
- Columbia Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... timely and proactive manner with clients and with all risk areas, especially the Credit team when...level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management… more
- Wells Fargo (Pasadena, CA)
- …complexity and risk in Special Needs Trust Services, promoting growth, profit management , and risk management + Engage stakeholders and internal partners ... answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management + Collaborate and influence all levels of… more
- Wells Fargo (Irvine, CA)
- …advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. + Build and maintain a strong knowledge of ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: *...company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational,… more
- JPMorgan Chase (San Francisco, CA)
- …* Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * Partner ... plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and… more
- City National Bank (Los Angeles, CA)
- …regulators and Senior Executives. * Working knowledge in a broad range of risk management disciplines including credit , market, and operational risks. ... related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience with a financial institution such as a… more