- Morgan Stanley (Pasadena, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Private Wealth Management Portfolio Management ... is an integral member of a Wealth Management team who assists Financial Advisors / Private...portfolio in conjunction with the Financial Advisor / Private Wealth Advisor * Proactively evaluates and… more
- Morgan Stanley (Pasadena, CA)
- …to diversifying its workforce (M/F/Disability/Vet) **Job:** ** Wealth Management * **Title:** * Private Wealth Management Wealth Management ... portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing… more
- JPMorgan Chase (Northridge, CA)
- …meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management +… 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 ... management to attract, retain and grow a portfolio of prospect and client relationships and deliver an...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- Citigroup (Los Angeles, CA)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- US Bank (Northridge, CA)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance… more
- Citigroup (Beverly Hills, CA)
- …including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and ... solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- M&T Bank (Los Angeles, CA)
- …aircraft, hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions ... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and...to Credit Officers and Loan Committees, loan documentation, and portfolio management . The position interacts with a… more
- International Rescue Committee (Glendale, CA)
- …region by managing a portfolio of donors, prospective donors, and suspects with wealth capacity ratings of at least $500K and up to $2.5M. They will also lead ... department is comprised of three main but complementary functional areas: Private fundraising, Communications, and Advocacy. The main objective of the department… more
- Zions Bancorporation (El Segundo, CA)
- …in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital ... This specialized role will organize and lead the relationship management and coverage effort of institutions that invest in... and coverage effort of institutions that invest in private debt and/or private equity in middle… more
- University of Southern California (Los Angeles, CA)
- …theory and be able to apply knowledge to the development of portfolio management strategies. Preferred Education: Master's degree Business Administration ... and angel investors; institutional LPs, eg, pension funds, endowments, foundations, sovereign wealth funds; and family offices, eg, private firms that manage… more
- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... based commercial lending/corporate finance/relationship management experience + Demonstrates management capability of an extensive portfolio of Healthcare,… more
- HSBC (Beverly Hills, 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 relationships and manage existing relationships to generate new Assets Under Management (AUM) and Gross Revenue. As our Relationship Manager you will: +… more