- Wells Fargo (Los Angeles, CA)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking ... in the job expectations below **Required Qualifications:** + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a… more
- M&T Bank (Los Angeles, CA)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... high net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing,… more
- BMO Financial Group (Los Angeles, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- KPMG (Los Angeles, CA)
- …and minimize impact of disruptions by identifying and communicating findings to senior management and clients + Support business development activities such ... **Business Title:** Senior Associate, Workday Suppliers/ Banking /Expenses Lead **Requisition...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- City National Bank (Los Angeles, CA)
- …** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business to ... and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's… more
- JPMorgan Chase (Encino, CA)
- …Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal ... Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking ,...referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase… more
- City National Bank (Los Angeles, CA)
- … Compliance related roles, Certified Compliance Risk Manager (CRCM). + For Wealth Management Compliance roles, experience with a financial institution such ... as a broker/dealer and/or registered investment adviser. + For Wealth Management Compliance roles, experience working within a Compliance Investment … 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. **Skills and ... of all bank products and services (including, but not limited to Deposits, Wealth Management , Treasury Services, International, etc.) + Thorough understanding of… more
- Deloitte (Los Angeles, CA)
- …Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT team ... that tailors transformational change to their specific organization. Work You'll Do Senior Consultants work within an engagement team and lead small workstreams or… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate, Financial Crimes **Requisition Number:** 112686 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Senior Associate,-Financial Crimes in Financial Crimes Analytics for our… more
- Deloitte (Los Angeles, CA)
- …Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT team ... transformational change to their specific organization. Work Y ou'll Do Senior Consultants work within an engagement team.Key responsibilities will include: +… more
- US Bank (Rancho Palos Verdes, CA)
- …equivalent work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services experience - ... has multiple levels, open to candidates with 5+ years of experience in Wealth Management /Private Banking . The successful candidate will be hired for the… more
- Bank of America (Los Angeles, CA)
- … Executive, etc) as well the Market Presidents and key executives from Merrill ( Wealth Management ), Employee Banking & Investing, Corporate & Investment ... a day-to-day basis, the incumbent will build and leverage senior relationships with key leaders across the bank to...Risk, Human Resources, and others. **Continued Growth & Relationship Management :** + Engages with Banking and Advisory… more
- US Bank (Los Angeles, CA)
- …At least 1 year of sales experience in a financial services environment, including wealth management or brokerage firms. + Knowledge of FX strategies and ... and servicing the clients of the Retail, Small Business Banking , Affluent Wealth , and Business Banking...existing clients and providing FX payment, investment, and risk management solutions. Candidate should possess a strong knowledge of… more
- JPMorgan Chase (Pasadena, CA)
- …and materials + Assume significant responsibility by interacting frequently with senior management and working directly with clients **Required Qualifications, ... investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management . We offer a… more
- Deloitte (Los Angeles, CA)
- …Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT team ... product innovation, and growth strategy development. Using a combination of direct management and hands-on delivery, you will craft solutions for clients, guide and… more