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156919 jobs as of 12/8/2019
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Private Wealth Analyst
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Partners and supports Regional Private Client Advisor team in business development, on boarding and ongoing servicing support of investment management prospects and through research and analysis of client investment and trust needs. Assists the...
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From FinancialJobBank.com
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Date
2019-12-08
Company
City National Bank
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Location
Beverly Hills, CA
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About the job:
Partners and supports Regional Private Client Advisor team in business development, on boarding and ongoing servicing support of investment management prospects and through research and analysis of client investment and trust needs. Assists the Private Client Advisor in developing a network of potential prospects, maintains referral sources, learns sales techniques and provides full support to close and finalizes business opportunities. Becomes an integral part of the Private Client Services team. - - *Minimum 2 years of banking or investment management trust services experience required. - -...
Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
Certified Investment Management Analyst
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Private Wealth Analyst-30642160
Quick view
Partners and supports Regional Private Client Advisor team in business development, on boarding and ongoing servicing support of investment management prospects and through research and analysis of client investment and trust needs. Assists the...
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From US.jobs
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Date
2019-11-30
Company
City National Bank
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Location
Beverly Hills, CA
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About the job:
Partners and supports Regional Private Client Advisor team in business development, on boarding and ongoing servicing support of investment management prospects and through research and analysis of client investment and trust needs. Assists the Private Client Advisor in developing a network of potential prospects, maintains referral sources, learns sales techniques and provides full support to close and finalizes business opportunities. Becomes an integral part of the Private Client Services team. + * *Minimum 2 years of banking or investment management trust services experience required. + *...
Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
Certified Investment Management Analyst
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Senior Relationship Associate - Beverly Hills, California
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Job Details: Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and...
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From TweetMyJobs
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Date
2019-11-27
Company
City National Bank
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Location
Beverly Hills, CA
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About the job:
Job Details: Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering requests, works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Will support internal sales...
Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Account Manager - Beverly Hills, California
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Job Details: This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person and resolve operations issues that may from time to time arise. Advises clients of the most...
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From TweetMyJobs
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Date
2019-11-22
Company
City National Bank
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Location
Beverly Hills, CA
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About the job:
Job Details: This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person and resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing operational issues. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the...
Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Nationwide Mortgage Licensing System
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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WorkKeys®

Date
2019-11-05
Company
City National Bank
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Location
Beverly Hills, CA
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Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Security Guards
Salary:
Entry Level Jobs (less than $30K)
Career Level/Education:
High school diploma or equivalent
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
3
Graphic Literacy
4
Workplace Documents
4

Display

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Portfolio Analyst - Beverly Hills, California
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Job Details: The Portfolio Analyst has primary responsibility for trade implementation and strategic rebalancing of new and existing client accounts. This involves regularly making and implementing tactical investment decisions for clients and/or...
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From TweetMyJobs
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Date
2019-10-14
Company
City National Bank
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Location
Beverly Hills, CA
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About the job:
Job Details: The Portfolio Analyst has primary responsibility for trade implementation and strategic rebalancing of new and existing client accounts. This involves regularly making and implementing tactical investment decisions for clients and/or recommending client investment selections from a broad range of individual securities after consideration of the Asset Allocation Committee Investment Policy statements and client risk tolerance. Basic Qualifications: - *Minimum of two years of Investment Management and Services experience required - *Minimum of three years of computer experience...
Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Financial Analysts
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Chartered Financial Analyst
Associated Professional Member
Preferred WorkKeys®
Applied Math
5
Graphic Literacy
4
Workplace Documents
5

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Fixed Income Trader/Associate PM
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Position can be located in Beverly Hills, Irvine, or New York. Primarily responsible for executing buy and sell orders for municipal bonds in both secondary and primary markets for municipal fixed income strategies. Seek opportunities to improve...
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From BeyondLosAngeles.com
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Date
2019-10-08
Company
City National Bank
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Location
Beverly Hills, CA
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About the job:
Position can be located in Beverly Hills, Irvine, or New York. Primarily responsible for executing buy and sell orders for municipal bonds in both secondary and primary markets for municipal fixed income strategies. Seek opportunities to improve processes utilizing technology. May participate in active strategy portfolio management at the discretion of PM's or Sr. PMs on the fixed income team. Manage and report volume, flow and other relevant trading and market statistics. Liaison with client PM teams to ensure open communication and education on various aspects of portfolio construction,...
Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Securities and Commodities
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Chartered Financial Analyst
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Display

Recommended

WorkKeys®

Senior Account Manager
Quick view
This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person and resolve operations issues that may from time to time arise. Advises clients of the most effective...
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From BusinessWorkforce.com
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Date
2019-10-04
Company
City National Bank
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Location
Beverly Hills, CA
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About the job:
This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person and resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing operational issues. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed...
Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers, Branch or Department
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Nationwide Mortgage Licensing System
Preferred WorkKeys®
Applied Math
5
Graphic Literacy
4
Workplace Documents
4

Display

Recommended

WorkKeys®

Associate Portfolio Manager
Quick view
Job Details: Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to...
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From The Muse
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Date
2019-09-27
Company
City National Bank
View company profile

Location
Beverly Hills, CA
View Map
About the job:
Job Details: Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. New Accounts: Responsible for the Set up and management of the transition plan based on expectations set with Financial Advisor & client. This includes being the final review that all information needed to manage portfolio has been added to EMO/FEAT/APX (cost basis etc.). The APM should take good notes on all...
Location:
Beverly Hills, CA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Chartered Financial Analyst
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Display

Recommended

WorkKeys®

Results

156919 jobs as of 12/8/2019
Sort by Relevance | Date
Jobs 1 To 9 of 9 Page 1 of 1 Page [1]

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