- 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 ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- Bank of America (Los Angeles, CA)
- …risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit ... PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities...leadership, Risk Management and other specialist organizations to meet… more
- JPMorgan Chase (Los Angeles, CA)
- …Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and ... your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- City National Bank (El Segundo, CA)
- … Compliance related roles, Certified Compliance Risk Manager (CRCM). + For Wealth Management Compliance roles, experience with a financial institution such ... as a broker/dealer and/or registered investment adviser. + For Wealth Management Compliance roles, experience working within a Compliance Investment … more
- JPMorgan Chase (Los Angeles, CA)
- …+ Completion of formal credit training program + Demonstrated understanding of wealth management including, but not limited to: investment management ... your career to the next level. As a Lending Specialist in the US Private Bank, you will manage..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- BMO Financial Group (Los Angeles, CA)
- …Certified Financial Planner is preferred. + Expert knowledge of all facets of wealth management . + Expert knowledge of Bank products, services and capabilities. ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional… more