- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- Citigroup (Los Angeles, CA)
- Global Wealth brings together the full power of Citi... at Work is a partner to lawyers, accountants, asset managers and management professionals with deep ... wealth clients. Citi Global Wealth...and private banking services to optimize client service and cross -marketing opportunities. + Appropriately assess risk when business decisions… more
- City National Bank (West Hollywood, CA)
- …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less… more
- BlackRock (Sausalito, CA)
- …or related fields * 10+ years of experience in calculating performance for various asset classes at an investment management firm. * Intimate knowledge of Global ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.… more
- City National Bank (Los Angeles, CA)
- …oversight for the bank's trust and fiduciary operations. This role works with executive management within the Wealth Management Division to balance prudent ... and focus on management practices and adherence to best practices across wealth management . * Build and sustain effective relationships across business lines… more
- JPMorgan Chase (San Francisco, CA)
- …new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and… more
- Cognizant (Sacramento, CA)
- ….Net Core, with a preference for those with experience in Asset and Wealth Management . + Collaborate with cross -functional teams to design, implement, ... ensure clear communication and knowledge sharing. + Collaborate with the Asset and Wealth Management team to integrate domain-specific functionalities into… more
- BMO Financial Group (San Ramon, CA)
- …and underwriting of loan packages. + Work with Treasury / Capital Markets / Wealth specialists as needed to support cross -sell opportunities. + Increase share of ... / re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... inorganic growth by building, maintaining, and hiring a robust cross channel pipeline of Financial Advisors. The Branch Complex...management + Execute on strategic vision of the Wealth and Investment Management (WIM) group of… more
- City National Bank (Beverly Hills, CA)
- …Minimum 4 years of experience with bank products and services (eg. deposits, wealth management , cash management , international, etc.) required. *Additional ... of approach. * Analyzes customer needs in order to cross -sell a wide variety of Bank services. Directs customers...products and services (including, but not limited to Deposits, Wealth Management , Treasury Services, International, etc.) *… more