Oracle
This role focuses on addressing the investment requirements of High Net Worth Individuals (HNI) clients by providing exclusive product offerings and superior service to help achieve their short-term and long-term financial goals. The position involves acquiring and managing a portfolio of HNI clients, profiling their needs, and cross-selling financial products such as debt, equities, mutual funds, and real estate investments. Additionally, the role includes developing marketing plans to acquire new corporate customers and enhancing portfolio profitability through strategic client engagement.
Oracle Corporation is a multinational technology company that builds enterprise software, cloud infrastructure, and engineered systems for large organizations. Best known for the Oracle Database, the company also offers a broad portfolio of enterprise applications (ERP, HCM, CX), analytics, middleware, Java, and hardware, plus Oracle Cloud Infrastructure (OCI) with SaaS, PaaS, and IaaS services. Oracle supports customers through consulting, managed services, and global technical support to migrate and modernize mission‑critical systems. Enterprises choose Oracle for its integrated stack, scalable performance, and enterprise‑grade security and reliability.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Oracle.
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
oraclecloudinfrastructure
Wealth Management
oraclecloudinfrastructure
Wealth Management
oraclecloudinfrastructure
Wealth Management
oraclecloudinfrastructure
Wealth Management
oraclecloudinfrastructure
Wealth Management
oraclecloudinfrastructure