- HUB International (Santa Fe, NM)
- …This role manages a book of business for affluent personal lines clients, handling policy reviews, client meetings, and insurance recommendations. It ... production goals. **Job Responsibilities:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a… more
- Enterprise Bank & Trust (Phoenix, AZ)
- …in the management of credit quality issues. + Take ownership as needed of the Private Banking client 's personal relationship - and coordinate as needed with ... SVP, Private Banking **Job Description:** **Summary:** Responsible for managing client financial circumstances with a focus on maintaining a strong relationship… more
- World Insurance Associates, LLC. (Chicago, IL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to… more
- AON (PA)
- …years of client service experience + Insurance industry experience (preferably personal lines ) Education: + Bachelor's degree or equivalent years of industry ... Aon is looking for a Private Client Account Executive. As part...client service experience + Insurance industry experience (preferably personal lines ) Education: + Bachelor's degree or… more
- World Insurance Associates, LLC. (Denver, CO)
- …and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client ... solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and...commercial lines insurance, high net worth / private client , employee benefits, human capital and… more
- HUB International (Encino, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The ** Personal Lines Account Executive** manages an assigned book of business, ... / GED; College degree strongly preferred. + Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment + Must have High… more
- KeyBank (Veneta, OR)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well...etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client… more
- JPMorgan Chase (Palm Beach, FL)
- …with colleagues and worked as part of a team to achieve business results. As a Senior Private Client Banker in a JP Morgan Branch, you are the main point of ... **Job Responsibilities** + Shares the value of the new Private Client tiered product suite, relationship program...behalf and has a 360 view of all the client 's product, personal connections, key partners, and… more
- JPMorgan Chase (Los Angeles, CA)
- …partnerships across all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you will be ... Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented **Competencies** Accuracy and Attention… more
- HUB International (Bluffton, SC)
- … Lines Account Manager will manage a book of Personal Lines including High net-worth/ Private Client insurance business, while acting with a ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's… more
- Zions Bancorporation (San Antonio, TX)
- Amegy Bank is seeking top candidates for the role of Private Banking Manager to join our premier community bank in San Antonio, Texas. The ideal candidate will ... in attracting new business relationships while deepening and retaining existing private banking relationships. The Private Banking Manager is responsible… more
- CIBC (Newport Beach, CA)
- …of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and… more
- JPMorgan Chase (Mount Kisco, NY)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... financial needs, and tailor product and service recommendations + Makes personal connections, engages and educates customers, asks open-ended questions, and listens… more
- Citigroup (Miami, FL)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (Greenwich, CT)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (San Francisco, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (Los Angeles, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (Miami, FL)
- …65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Bank OZK (Little Rock, AR)
- …of high-net-worth clientele, managing and expanding those relationships to grow the private client base. Provide advice, counsel, and high-level customer service ... with product experts to develop long-term solutions to strengthen client relationships across all lines of business....5+ years of banking experience, including 3+ years in private banking or in another client -facing role… more