- Robert Half Finance & Accounting (San Mateo, CA)
- …to go into the office 5x a week. + 10+ years of experience in portfolio management with HNWI at a Wealth Management Firm + Bachelor's degree in finance, ... this opportunity. Our client, leaders in delivering tailored financial solutions, seek a Portfolio Manager for their San Mateo office. Experience a perfect… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our...you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half is thrilled to partner with an exceptional company in the search for a Wealth Advisor/ Portfolio Manager to join their esteemed team. Our client is ... tax management at year end. Requirements Keys: + 5+ years of wealth management experience ideally with portfolio review and management experience. +… more
- HSBC (San Francisco, CA)
- …acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build deep, long-lasting and mutually ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with...market developments, and of external regulatory framework relevant to wealth management + Strong client focus and… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...serve as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day… more
- Citigroup (San Francisco, 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 ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- US Bank (Palo Alto, CA)
- …investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance ... and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment… more
- BMO Financial Group (San Francisco, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... management to attract, retain and grow a portfolio of prospect and client relationships and deliver an...business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …on this team, you will support the business and its clients as a wealth manager , investment advisor, consultant, and constant partner in helping clients achieve ... work directly with Senior Advisors to assist with the wealth management and financial planning needs of...+ financial plan development + financial plan application + portfolio implementation Requirements * 1-4+ years of relevant experience… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …CFP designation or pursuing. * Proficient in financial planning, CRM, and portfolio management tools. Familiarity with MoneyGuidePro and Salesforce is preferred. ... or related field. * Minimum of 5+ years of experience in investment management and/or financial advisory services with a proven ability to develop and manage… more
- BlackRock (San Francisco, CA)
- …investors. **Your role and impact:** You will be a member of the Rates Index Portfolio Management team, managing a suite of Rates ETFs, mutual funds, and ... your insights and expertise on rates products and supporting portfolio management functions across rates space. You...strong desire to learn required. Experience of working as Portfolio Manager , either directly or alongside, is… more
- Bank of America (San Francisco, CA)
- …Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life Benefits. This job is responsible for ... Sr. Relationship Manager - Middle Market - Technology Group San...Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with… more
- Fifth Third Bank, NA (San Francisco, CA)
- …continually deepen knowledge of trends, practices, services and the competitive landscape. #LI-JB1 Portfolio Management + Work with One Bank partners (Treasury ... Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop...Credit Officers on credit requests and adhere to established Portfolio Management guidelines (ie, delinquencies, documentation preparation,… more
- BMO Financial Group (San Francisco, CA)
- …divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as ... We are seeking a highly motivated Regional Manager leading a team of relationship managers in...BMO OneClient focus across all lines of business including Wealth , Retail, Business Banking, and Diversified Industries Group. Facilitates… more
- BMO Financial Group (San Jose, CA)
- …all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as ... We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San… more
- Bank of America (San Francisco, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Bank of America's For Profit Healthcare Group is seeking a Sr. Relationship Manager to join our West Region Relationship Management team. The Transformative… more
- Deloitte (San Francisco, CA)
- …+ A hands-on expert in SAP Treasury core components, spanning Cash management , Transaction manager , In-house cash, Risk analyzers, Liquidity planner, Hedge ... in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a...with a focus on SAP Treasury. With a robust portfolio of well-known and esteemed Fortune 100 clients, we… more
- Deloitte (San Francisco, CA)
- …consumer or corporate banking, fintech, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... Manager - Payments Fraud Analytics and Data Science...have the opportunity to engage a diverse and challenging portfolio of projects across the payments fraud and security… more
- KPMG (San Francisco, CA)
- **Business Title:** Manager , Oracle PCMCS **Requisition Number:** 116903 - 11 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Francisco ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- HSBC (San Francisco, CA)
- …At least 5 years of relationship management experience in the banking or wealth management sector + Proven track record in asset gathering, asset growth and ... new Assets Under Management (AUM) and Gross Revenue. As our Relationship Manager you will: + Combine client relationship management with strong risk… more