Senior Investment Specialist, Private Banking
Next Frontier Capital
JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist who partners with bankers to win new clients and deepen existing relationships by advising on investment solutions. You will conduct investment reviews, develop policy statements, advise on asset allocation, and coordinate with Capital Advisors and Wealth Advisors to execute complex products. A Bachelor’s degree and licenses (Series 7, 66, Insurance) with 7+ years in private banking or financial services are required. #J-18808-Ljbffr Next Frontier Capital
- ...sponsorship for this position. Ready to shape investment adoption across our West Coast wealth... ...? Why HSBC HSBC is one of the largest banking and financial services organizations in... ...AMUS relationship by helping Wealth and Private Bank teams' position and grow AMUS solutions...SeniorPrivateBank staffLocal area
- ...team within J.P. Morgan’s U.S. Private Bank. We are actively looking for... ....P. Morgan Outsourced Chief Investment Office ("JPM OCIO") is a dedicated team of investment specialists leveraging the firm's global... ...Integrated Team Members and Senior Management Perform sales...SeniorPrivateWork at officeShift work
- ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...opportunity to take your career to the next level.As an Investment Specialist in the U.S. Private Bank, you are responsible for helping...Private
- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA. The role requires a seasoned expert with over 15 years of experience in Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will proactively...SeniorPrivate
- Banc of California is seeking a senior professional to develop and manage a portfolio of primarily private clients, including complex credits and deposit relationships. You will lead negotiations with prospects and clients to grow revenue. The role requires extensive experience...SeniorPrivate
- A leading bank seeks a Private Bank Senior Credit Officer in Los Angeles, responsible for overseeing credit approvals and managing a high-quality portfolio for private banking clients including high-net-worth individuals. The ideal candidate will have over 10 years of...SeniorPrivate
$80k - $150k
Introduction Since 1973, East West Bank has served as a pathway to success. With over... ...real estate, entertainment and media, private equity and venture capital, and high-tech... ...confidence to reach further. Overview The Senior Business Analyst role is responsible for...SeniorPrivateFull timeWork at office- ...for organizations facing crisis and transformation. We work with many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating...SeniorPrivateFull time
- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships. The role requires over 15 years in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates...SeniorPrivate
$25.93 - $41.43 per hour
INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities assigned to... ...will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as Corporate...SeniorPrivateHourly payRemote work- ...team within J.P. Morgan's U.S. Private Bank. We are actively looking for... ....P. Morgan Outsourced Chief Investment Office ("JPM OCIO") is a dedicated team of investment specialists leveraging the firm's global... ...Integrated Team Members and Senior Management Perform sales...PrivateWork at officeShift work
$20 - $28 per hour
IntroductionSince 1973, East West Bank has served as a pathway to success. With multiple locations across the U.S. and China, we are... ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable...PrivateFull timeWork at office$100k
...in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and... ...entrepreneurs, family-owned companies, private equity sponsors and major corporations,... ...prospective acquirer lists• Assisting senior bankers in firm building activities (training...PrivateFull timeInternshipWork at officeLocal areaRemote work- Us Bank is looking for an experienced professional in Los Angeles to manage medium to large size high net worth client relationships. This role involves building a team of Banking, Trust, and Investment professionals to meet and exceed client needs, while ensuring compliance...SeniorPrivate
- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in... ...approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service. Qualified candidates should...SeniorPrivate
- Crowe is seeking a Senior Associate in Audit & Assurance to lead engagements within the Financial Services vertical, including Banking, Private Equity, Asset Management, Insurance, and Fintech. The position offers a path to a Partner career and cross-vertical opportunities...SeniorPrivate
- ...Overview This individual will serve as a senior Investment Specialist within J.P. Morgan's Outsourced Chief... ...managed accounts, hedge funds, private equity, private credit, real estate,... ...internal investment product specialists, banking teams, risk and compliance, marketing...PrivateWork at officeLocal area
$171.7k - $260k
A global banking institution is seeking a Senior Credit Advisor in Los Angeles, responsible for identifying, structuring, negotiating, and underwriting credit opportunities. The role demands extensive experience with various credit products and client-facing skills, particularly...SeniorPrivateFull timePart time- Fairygodboss is seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities...SeniorPrivate
- JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking in Los Angeles. This role focuses on developing and maintaining high-net-worth client relationships through exceptional service and tailored advice. The ideal candidate will have at...SeniorPrivate
$275k - $325k
SENIOR MANAGER, INVESTMENT MANAGEMENT GOVERNANCE OFFICE, RNDIP / REG RWHAT IS THE OPPORTUNITY?Working within... ...will be responsible for City National Bank's Retail Non-Deposit Investment... ...Management & Fiduciary Committee and the Private Banking and Wealth Management Business...SeniorPrivateWork at officeRemote work- HSBC’s Los Angeles office is seeking a Senior Credit Advisor to be the go-to expert on credit and risk-based products, supporting Private Banking relationship managers and business heads. You will identify, structure, negotiate, and underwrite new credit opportunities,...SeniorPrivateWork at office
$300k
Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related... ...Financial District. Role Overview As a Senior Financial Advisor for Masterworks... ...years of experience in financial advising, private banking, or alternative investments, or similar...SeniorPrivateAfternoon shift$100k - $180k
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 11... ...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...all levels of the organization including senior managementA self-starter, who can...SeniorPrivateFull timeWork experience placementWork at office$130k - $170k
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 11... ...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...and concise presentation materials for Senior ManagementReview work of other financial...SeniorPrivateFull timeTemporary work- ...unique brand of relationship banking and fostering a culture... ...solutions.About the Role:A Senior Wealth Advisor is an experienced... ...Advisors, Client Service Specialists, Private Bankers, and Wealth... ...comprehensive planning and investment strategies consistent with...SeniorPrivateFull timeImmediate start
$225k - $275k
Private Bank Senior Credit Officer role at Citizens Be among the first 25 applicants. Description The Private Bank Senior Credit Officer is responsible for overseeing the credit approval process, assessing credit risk, and ensuring the bank’s lending practices align with...SeniorPrivateWork at officeLocal areaMonday to FridayFlexible hours$85.1k - $161.7k
...like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance... ...executing both M&A transactions and private / public financings. The ideal... ...accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds...SeniorPrivateFull timeWork experience placementInternshipLocal area- ...Senior Vice President, Head of Compliance About the Company... ...Financial Services Type Privately Held, Private Equity-backed... ...& Services Technology Banking Lending Services Credit... ...a strong background in SEC, investment adviser, and wealth management...SeniorPrivate
$125k
...transaction execution and the delivery of investment banking products and services to clients and... ...industries or sectors, as identified by senior bankers, to target certain clients or... ...investment banking, investment management, private wealth management, and other strategic...SeniorPrivateTemporary workSummer internship
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