- City National Bank (Los Angeles, CA)
- * PRIVATE WEALTH ANALYST * WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for ... individuals and families within a specific region. Partners with Private Banking team in business development and relationship management activities… more
- City National Bank (Beverly Hills, CA)
- …Market markets * 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * Ability to travel up to 40% of the ... time (including but not limited to the following locations: Austin, San Antonio, El Paso, South Texas) *Additional Qualifications* * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working… more
- Citigroup (Woodland Hills, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more