- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... and banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management leader… more
- Citigroup (Downey, CA)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to .... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- M&T Bank (Los Angeles, CA)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- S&P Global (Seal Beach, CA)
- …fund administrators, in connection with provision of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation ... our Private Equity professionals assist clients in the post‑trade valuation of alternative investments, specifically for debt and equity positions where no active… more
- S&P Global (Seal Beach, CA)
- …administrators, in connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques ... Market Valuation professionals assist clients in the post-trade valuation of alternative investments, specifically for debt and equity positions for which there… more
- Citigroup (Beverly Hills, CA)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more