2 senior actuary jobs found in Beverly Hills

Position Title Senior Business Development Officer - Asset Based Finance Location Beverly Hills, CA 90212 Job Summary The Senior Asset Based Finance Business Development Officer originates new asset-based clients. Develops relationships (both internally and externally) that yield new clients in the future. Job Responsibilities: Search and find new ABL opportunities from external sources (direct, intermediary, equity sponsors). Search and find new ABL opportunities from internal sources within the Bank (RM’s, Private Bank, Equipment finance, Sponsor, Healthcare and other specialized industries). Process and lead new business through internal credit approval process and documentation. Build franchise value for the bank by attending conferences and events. Help cross-sell bank products including deposits, banking products and capital markets fees. Uses independent judgement and discretion to make early “first look” credit decisions. Analyzes and...

Position Title Financial Planner Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...