West Coast Wealth Investment Specialist
HSBC Bank
HSBC Global Asset Management seeks a seasoned West Coast wholesaling professional to drive adoption of AMUS solutions for Premier, HNW and UHNW clients. You will cover in-person, phone and virtual engagements with intermediaries, shaping client-ready investment narratives and end-to-end conversations. You will partner with Wealth and Private Bank teams to anticipate client objectives, deliver proposals, portfolio analyses and market commentary, expanding share of wallet while upholding HSBC #J-18808-Ljbffr HSBC
- HSBC Global Asset Management (AMUS) seeks a West Coast professional to drive adoption of AMUS solutions among Premier, HNW and UHNW clients through intermediaries. You’ll cover West Coast regions, translating market views into client-ready positioning and supporting end...Suggested
- ...authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Ready to shape investment adoption across our West Coast wealth channels? Why HSBC HSBC is one of the largest banking and financial services organizations in the world....SuggestedBank staffLocal area
$150k - $175k
...Angeles is seeking an experienced full-time Associate for their West Coast Acquisitions team. The role includes responsibilities like... ...candidate will have 4-6 years of relevant experience in real estate investing or investment banking, alongside strong analytical skills....SuggestedFull time$76k - $115k
Overview Orrick currently has an excellent opportunity for a Conflicts Analyst III . This position could be based in any of our U.S. West Coast offices (Los Angeles; Menlo Park; Orange County; Portland; Sacramento; San Francisco; Santa Monica; or Seattle) with...SuggestedTemporary workWork at officeRemote workFlexible hours- ...Analyst to join the Office of the General Counsel. Fully remote role supporting a Pacific-time schedule; must be located on the West Coast and able to work from one of our offices when needed. Responsibilities include researching, analyzing, and resolving conflicts of...SuggestedRemote jobWork at office
$225k - $330k
Labor Associate - Midlevel - West Coast Offices Davis Wright Tremaine LLP seeks a midlevel associate with four to six years of experience to join its robust Labor, Employment & Immigration practice in Seattle, Portland, Los Angeles, San Francisco, and Anchorage. The associate...Full timeWork at officeLocal areaFlexible hours$75k - $105k
Senior Associate, Fund Accounting - Private Markets (West Coast) page is loaded## Senior Associate, Fund Accounting - Private Markets (... ..., including capital activity, income and expense accruals and investment activity* Update distribution waterfall (carried interest) models...Work experience placementCasual workWork at officeFlexible hours- A financial institution in California seeks an Investment Relationship Officer to assist financial advisors with client account management and operational service. Responsibilities include opening accounts, ensuring regulatory compliance, and providing client support on...
- JPMorgan Chase & Co. in Los Angeles seeks an analyst for the West Coast Asset Management team to support portfolio oversight and value... ...Managers on underwriting, modeling, and market analysis to drive investment decisions and portfolio performance. The role emphasizes...
$68k - $120k
...Investment Consultant – Team Chief Operating Officer (COO)POSITION SUMMARY:The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this role oversees and orchestrates...Temporary workWork experience placementLocal area- ...the opportunity to take your career to the next level.As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the... ...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary...
$71.87k - $114.8k
INVESTMENT RELATIONSHIP OFFICER WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational... ...knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability analyze client needs, identify...Remote work- City National Bank in Beverly Hills is seeking an Investment Relationship Officer to support Financial Advisors with day-to-day client service and operational tasks for the Investment Advisory Program and client-directed accounts in CNB's Personal and Business Banking...
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...Full timeH1b$50 per hour
...should have exceptional communication skills and over 10 years of experience in business analysis, with a focus on data analysis and Wealth Management. The position offers a contract of 6 to 18 months at a rate of $50/hour. Applicants must be US Citizens or Green Card...Contract work- Financial Analyst or Senior Financial Analyst - West Michigan | Full Relocation Package Offered Relocate to West Michigan's Lakeshore — Beaches, Small-Town Life, and Room to Grow Imagine trading your commute for Lake Michigan sunsets, sandy beaches, and a tight-knit lakeshore...Contract workWork at officeRemote workRelocationVisa sponsorshipRelocation package
$71k - $75k
Introduction Since 1973, East West Bank has served as a pathway... ...East West Bank is seek a Wealth Management Risk Analyst. The... ...confirm client understands of investment product features, disclosures... ...and risks. Serve as a product specialist on Wealth Management investment...Full time- Orrick is seeking a Conflicts Analyst III to support compliance and risk management for potential new business. You will review and analyze new business and conflict submissions, ensuring alignment with firm policies, and provide clear communication to attorneys to resolve...Remote job
- ...a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$18.47 per hour
...candidate looking to make a significant impact in a growing and dynamic organization based in a state-of-the-art, luxury facility in West Hollywood, CA. Responsibilities Ensure that the club and exercise equipment are clean and well maintained while providing all...Immediate start- Part‑time Front Desk Associate (FDA) Myo - West Hollywood (8354 Santa Monica Blvd, West Hollywood, CA 90069) Shift Availability We’re looking for candidates available to work 3 shifts with flexibility between AM and PM, including 1 weekend shift. Two weekdays Sunday...Part timeShift workWeekday work
$80k - $180k
...We’re currently working with an established veterinary practice in West Los Angeles, CA , that is seeking an Associate Veterinarian to join their compassionate, skilled team. The practice provides world-class veterinary care in a modern, fully equipped facility conveniently...Full timePart timeMonday to FridayWeekend work$100 per hour
...Remote Investment Banking Specialist - 42463 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. About the Role Turing is seeking Finance Professionals with strong Investment Banking backgrounds to guide...Remote workFlexible hours- ...JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist who partners with bankers to win new clients and deepen existing... ...asset allocation, and coordinate with Capital Advisors and Wealth Advisors to execute complex products. A Bachelor’s degree and...
- ...Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: Investment Analyst - Top Wealth Management Firm This Jobot Job is hosted by: Josh Forth A bit about us: We operate with a deeply client-centric philosophy, delivering...Local area
- ...We are seeking an Analyst to join our Alternative Investments team. This is a deliberately broad seat: the Analyst will work directly with... ...functions) Serve as a first point of contact for SteelPeak’s Wealth Advisors and Client Service Associates on alternatives...Odd jobApprenticeshipInternshipWork at office
$169.38k - $207.02k
...worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and...Full timeWork experience placementLocal area3 days per week$150k
...experienced teammates and may also manage a team.This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership...Full timeWork at officeWork from homeFlexible hoursDay shift- ...Description Our client is looking for a compassionate Associate Veterinarian to join their vibrant, multi-doctor team in the heart of West Hollywood. This hospital is known for its strong community presence and its commitment to progressive medicine and high-touch client...Weekend work
$87.03k - $138.97k
PRIVATE WEALTH ANALYSTWHAT IS THE OPPORTUNITY?Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in...Bank staffRemote workShift work
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