- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all ... CNS Investment Advisory Program and client-directed accounts, to affluent individuals...a variety of settings. What you will do * Investment Advisory Program Account AdministrationOpen Investment Advisory… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex ... problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies… more
- City National Bank (Los Angeles, CA)
- *ASSISTANT INVESTMENT OFFICER (FLOATER)* WHAT IS THE OPPORTUNITY? Assist Investment Officers in managing and servicing a highly diverse, high net-worth client ... Investment Advisory Program. Support the Financial Advisors when the Investment Relationship Officers are not available. * Excellent interpersonal skills and … more
- MUFG (Tempe, AZ)
- …one day. A member of our recruitment team will provide more details. The Compliance Officer will be a member of the Global Corporate & Investment Banking ... support, guidance, and oversight to MUFG Bank's Global Corporate & Investment Banking ("GCIB") business unit. **Roles and Responsibilities:** The Compliance … more
- BMO Financial Group (Chicago, IL)
- The Investment and Corporate Banking (I&CB) business in BMO Capital Markets comprises of investment banking underwriting and advisory services, corporate ... international locations. The I&CB Finance team is responsible for Finance relationship management and all aspects of I&CB management financial reporting including… more
- Citigroup (New York, NY)
- …Credit Management Counterparty Credit Risk - Funds Underwriting Credit Officer , Asset Management Companies, VP** **Description** Citi's Commercial Bank (CCB) ... and will based in NYC. The Funds UW Credit Officer facilitates the end-to-end lending process and is essential...to Citi CCB clients, working in direct partnership with Relationship Managers and Independent Risk, to execute on the… more
- CIBC (New York, NY)
- …and firm pre-trade compliance rules, including regulatory requirements. + **Support relationship managers:** Provide training and guidance on investment reviews, ... process and pre-trade compliance monitoring. + Effective reporting and outreach to Relationship Managers, ensuring timely completion of investment reviews. +… more
- City National Bank (Nashville, TN)
- …WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment /asset management services for Specialty Wealth Assets (real estate, closely held ... Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including providing oversight of property operations (oversight of 3rd party… more
- CIBC (Denver, CO)
- …and foundations. The Business Development Officer works closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals ... policies and strategies of the organization. + In partnership with Relationship Managers, Investment and Wealth Specialists and other sales professionals… more
- Commerce Bank (Kansas City, MO)
- …ideas for marketing efforts that result in the identification of prospects for investment management services + Serve as the relationship manager for significant ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...Bank. About This Job As an Institutional Business Development Officer for Commerce Trust, you will work closely with… more