- JPMorgan Chase (Lansing, MI)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Citizens (Owosso, MI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- JPMorgan Chase (Lansing, MI)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- UMB Bank (Lansing, MI)
- …across the Commercial Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank , this role will provide the ... other business partners including, but not limited to: Institutional Bank , Business Banking, Legal and Corporate Risk Private...new and existing clients. + Same applies to existing client requests to add or change a signer on… more
- Lincoln Financial (Lansing, MI)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more
- Cherry Bekaert (Lansing, MI)
- …in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively ... compliance needs and enhance cross-industry initiatives + Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create… more