Senior Credit Risk Associate - Wealth Management
JPMorgan Chase & Co.
JPMorgan Chase is seeking an Asset Wealth Management Credit Risk Senior Associate to support lending activities for high net worth clients. You will assess creditworthiness, structure risk-appropriate loan solutions, and manage ongoing portfolio risk within a regulated environment. Responsibilities include evaluating financial statements, applying risk grading, and collaborating with Front Office and senior stakeholders to ensure compliant execution of facilities. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...outcomes, ensure strong risk management practices, and... ...or Brokerage Client Associate.Demonstrated ability to... ...standards. A current credit report will be used to assess...SeniorFull timeWork experience placementWork at office
- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan... ...quo and striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for high net...Senior
$115k - $145k
...additional consideration - Mahmoud Adam, CPASenior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.If you're a Wealth Analyst... ...provides a clear progression from Wealth Analyst Senior Wealth Analyst Wealth Advisor Wealth Manager.SeniorWork at office2 days per week- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance,you are at the center of keeping JPMorgan... ...quo and striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for high net...Senior
- ...expanding nationwide and building a high-caliber Credit Risk team for its Send Now Pay Later product. We are seeking a Senior Credit Risk Analyst who thrives with data,... ...partner with engineering to deploy scoring models, manage credit policies, and monitor portfolio health...Senior
- ...Co. in San Francisco seeks a Private Banker to advise high-net-worth families on building, preserving and managing wealth across investments, planning and credit options. You will collaborate with a local team and the broader institutional platform to deliver holistic...SeniorLocal area
- Pathstone is hiring an Associate Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will partner with Directors and_MD s to manage client relationships, implement investment guidance, and...Senior
- Perigon Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will partner with Advisors and allied professionals to design, implement, and monitor sophisticated strategies supporting...Senior
$150k - $175k
A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships...Senior- Modern Wealth Management seeks accomplished wealth management professionals to expand nationwide footprint. Executive Wealth Advisors handle top clients and develop new relationships, with a portable book of at least $45M and accelerated transition support. Primary duties...Senior
- Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement. Responsibilities include identifying...Senior
- Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance and bespoke wealth solutions to high-net-worth clients. You will lead a collaborative team, mentor junior members, and partner with specialists...Senior
- Northern Trust Corp is hiring a Senior Investment Officer in San Francisco to lead complex wealth management client relationships and oversee investment and risk for a local market. The role requires senior expertise, collaboration with the National Investment Practice,...SeniorLocal area
- Fairygodboss seeks a Custom Lending Specialist to work within JPMorganChase Wealth Management in San Francisco. This role requires expertise in customized lending solutions for ultra-high net-worth clients, emphasizing collaboration, strategic guidance, and support for...Senior
- Threadline Wealth in the San Francisco Bay Area is seeking a Senior Client Service Associate to independently manage high-touch client service, onboarding, and multi-step projects. This role partners with Wealth Advisors, operations, and client service teams across a fast...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role is essential for building and deepening client relationships, while also ensuring compliance with financial regulations. The ideal candidate will have 5-8 years of relevant...SeniorFull time$140k - $300k
Brighton Jones, located in San Francisco, seeks a Lead Advisor to manage client relationships and design comprehensive wealth management strategies. The candidate will act as a Personal CFO, lead a local service team, and drive client acquisition efforts. This role requires...SeniorLocal area- Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco. The role involves... ...product specialists to meet banking, credit, and investment needs.... ...referrals, and compliant, proactive risk management, with required FINRA registrations...Senior
- Pathstone is seeking an Associate Director, Client Advisory to join our San Francisco office... ...Directors to deliver comprehensive wealth management and coordinated planning for ultra-high... ...specialists, and drive client ownership, risk management, and advisory excellence...SeniorWork at office
- JPMorganChase is seeking an experienced Private Banker in San Francisco, California. This role requires managing client relationships and providing comprehensive wealth management advice to clients. The ideal candidate will have a Bachelor's degree, a minimum of six...Senior
- ...is seeking a Partner, Market Leader in Menlo Park, CA. This senior wealth advisor will deepen relationships with high-net-worth clients... ...referrals, supported by Mercer’s in-house experts in portfolio management, tax, and estate planning. The role requires strategic client...Senior
- Citibank (Switzerland) AG in San Francisco seeks a Wealth Relationship Manager to deepen client relationships with affluent and HNW clients, delivering holistic financial planning and proactive discovery to tailor solutions. You will coordinate with product specialists,...Senior
- Mercor in San Francisco is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment contexts. You will draft reference outputs, develop investment operations scenarios, and...Senior
- Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment and advisory contexts. The workflows are calibrated to the portfolio complexity, regulatory stakes, and...Senior
- A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's...SeniorFull time
$88.4k - $132.6k
A leading financial services company is hiring a Wealth Relationship Management Sr. Analyst in San Francisco. This role involves building relationships with High Net Worth clients, offering holistic financial solutions, and ensuring compliance with regulatory norms. Candidates...Senior- J.P. Morgan Wealth Management is seeking a Supervisory Manager to oversee a team of Financial Advisors in the San Francisco area. You will apply leadership and risk-management expertise to manage complex, high-risk escalations end-to-end and engage executive stakeholders...Senior
- ...Bank to advise families on building, preserving and managing their wealth using investments, wealth planning, credit and banking. You will work with a local team and... ...serve existing clients while maintaining rigorous risk and compliance standards. #J-18808-Ljbffr JPMorgan...SeniorLocal area
- A growing wealth management firm in San Francisco is seeking a Senior Client Development professional to enhance its private wealth group. This role involves coordinating with the executive team to achieve sales goals, developing targeted client campaigns, and building...SeniorFlexible hours
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...obligations while minimising risks of non-compliance.Focused on... ...connections, and learning how to manage and inspire others.... ...increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeSecond jobH1b
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