Investment Officer Salary at Pacific Western Bank BETA

The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role with

Role The Investment Associate provides advisors access to an investment partner with specialized expertise in onboarding new investment clients and acquiring additional assets for existing clients. The onboarding process encompasses the completion of all tasks related to opening, funding, and investing accounts on the Brokerage, Advisory, or Variable annuity platforms. This associate exhibits strong communication skills (both written & oral) to maintain and strengthen the client relationship. The associate promotes optimized production of advisors/teams by providing operational support and creating space to focus on new client acquisition and financial planning. Responsibilities Managing Workflow: Completing work orders (paperwork, proposals, etc.) & ensuring accuracy in preparation for client delivery Maintaining organizational skills to adapt and prioritize workflow daily/weekly Tracking & Monitoring: Maintain clear & up-to-date records of request & case details, as well as an audit

JOB TITLE: Portfolio Associate EMPLOYER: Signature Estate and Investment Advisors (Optional) DEPARTMENT: Research REPORTS TO: Senior Investment Strategist EFFECTIVE DATE: 5/1/2020 SUMMARY: This position is responsible for supporting the daily operations of research and sales. DUTIES AND RESPONSIBILITIES: Assist with new client proposals and investment analysis Compare and analyze information from industry publications and proprietary sources, such as Morningstar Direct and Bloomberg Terminal Write reports and communicate research findings to analysts, associates, and/or traders Update and maintain financial models and valuation models using Microsoft Excel and Access Comply with all regulatory requirements Support periodic Investment Committee meetings Support product specialists Contribute to various projects to achieve departmental goals Manage and update collateral Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: This job has no supervisory resp

MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. PWM Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one w

GK is recognized by the Los Angeles Business Journal as one of the Most Influential Family-Owned Businesses in Los Angeles Goldrich Kest (GK) is a diversified real estate development and management group of companies and partnerships.Its focus is to expand its portfolio of proven and well-located properties including multi-family, industrial, retail, commercial and congregate care through acquisition and development while providing stable cash flow to its partners and outside investors. Position Information: Salary Range: $160k - $190k (DOE) Work Schedule: Monday - Friday (8:00am - 5:00pm) Exempt Job Summary We are building a team of driven individuals who appreciate a result oriented, but collaborative and casual environment. GK is seeking a highly motivated and experienced Senior Asset Manager to execute on business plans and achieve financial objectives for GK's real estate portfolio. The Senior Asset Manager will make recommendations to both property management regarding operationa

**REPUTATION AND STRATEGIC RISK MANAGEMENT LEAD** **WHAT IS THE OPPORTUNITY?** This position, in the Second Line of Defense (2nd LOD), will be responsible for supporting the development and execution of City National Bank's (CNB's) Reputation and Strategic Risk Management program. Responsibilities include performing effective challenge and second oversight of the strategic planning process; developing and maintaining CNB's Reputation and Strategic Risk Appetite and associated metrics; participating in the risk identification process and conducting second line challenge of new products and initiatives, and crafting the Reputation and Strategic Risk Profiles. Performs other duties/projects as needed. **What you will do** + Perform effective challenge and second oversight of the strategic planning process, including the banks annual strategic plan and periodic reviews + Develop and maintain CNB's Reputation and Strategic Risk Appetite and associated metrics + Participate in the risk ident

Relationship Banker- Hollywood area- Bilingual Korean preferred West Hollywood, California;Los Angeles, California; Los Angeles, California **Job Description:** One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! ****This position is open for the entire market and the spec

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker