- 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 ... 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