- Morgan Stanley (Palo Alto, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients...to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their investment… more
- BMO Financial Group (San Jose, CA)
- …financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned ... to clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client and prospects...market research of client and prospects + Assist Private Wealth Advisors in identifying prospective clients. + Acts as… more
- Citigroup (San Mateo, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- KPMG (Santa Clara, CA)
- …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 ... Certified in the Valuation of Financial Instruments (CVFI), Charted Financial Analyst (CFA), Financial Risk Manager (FRM), Certified Public Accountant (CPA),… more