- Citigroup (La Canada Flintridge, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a… more
- Morgan Stanley (Woodland Hills, CA)
- …(CG) Analyst participates in overall business growth of a Wealth Management team by developing customized Financial Plans /Asset Allocation proposals, designing ... tailored reporting for new and existing clients, and creating and executing marketing strategies to attract new clients. The CG Analyst is also responsible for… more
- Manulife (Los Angeles, CA)
- …Hybrid **Job Description** Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. Manulife ... of its comprehensive private markets capabilities, offering core, core-plus, and value-add strategies . The global real estate team uses its global platform and… more
- US Bank (Los Angeles, CA)
- …and servicing the clients of the Retail, Small Business Banking, Affluent Wealth , and Business Banking segments. Duties will include the day-to-day execution of ... of sales experience in a financial services environment, including wealth management or brokerage firms. + Knowledge of FX... management or brokerage firms. + Knowledge of FX strategies and solutions, financial markets and banking products and… more