- City National Bank (Woodland Hills, CA)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial… more
- BMO Financial Group (Alhambra, CA)
- …real financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an ... including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. **What you will do** ... and risk. + o Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with… more
- JPMorgan Chase (Irvine, CA)
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the ... complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while… more
- Zurich NA (Anaheim, CA)
- …Facing Underwriter, Middle Markets 114359 Zurich is seeking an experienced Middle Markets Underwriter (Mid- Senior or Senior Level) for one or more of our office ... programs. This role will be filled at either the Mid- Senior Middle Market Underwriter or Senior Middle...Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing and generating new and renewal… more
- Zurich NA (Los Angeles, CA)
- …to end solutions for our customers inclusive of international programs. As a Mid- Senior / Senior Technology Underwriter, you will handle complex new and renewal ... Zurich! This role will be filled at either the Mid- Senior or Senior Level. The hiring manager...Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing and generating new and renewal… more