- Bank of America (Syracuse, NY)
- …(CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- AIG (New York, NY)
- …with external parties, including large and/or multinational corporations + 10 years + of insurance experience in a client & broker facing role (broker or company ... AIG's Multinational business is an exciting area that provides multinational insurance solutions for our global customers, empowering them to navigate their… more
- HSBC (New York, NY)
- …capabilities + Track record of managing and growing International Wealth and Premier Banking client relationship management teams and knowledge of the US and its ... enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance . The Head of Distribution for Wealth, Premier and Private Banking,… more
- Grant Thornton (Melville, NY)
- …in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence ... the applicable independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on relationship … more
- Citigroup (New York, NY)
- …or related field of study and at least 10 years of experience as a Senior Relationship Manager , Relationship Manager , Manager Associate or Team ... for its New York, New York location. Duties: Growth and development of Korean client portfolio in the Global Subsidiaries Group. Provide a balanced risk / reward… more
- Chemung Canal Trust Company (Elmira, NY)
- …implements sales and achieve production and profit margins for all investment and insurance products. + Identifies current and future client service requirements ... for the development, implementation and coordination of the Investment Services/ Insurance functions in cooperation with applicable business units. + Reviews… more
- NTT America, Inc. (NY)
- …**Once You Are Here, You Will:** ** ** + Build and maintain professional relationship with senior client executives and expand professional network in client ... chain, pharma sales and marketing. We're a partner who's there for our client 's transformation journey - from strategy and delivery to achieving business outcomes.… more
- City National Bank (New York, NY)
- …and prospect list which are jointly developed between IBTF and each LOB and Relationship Manager . Invite other colleagues as appropriate to advance the sales ... the new business development process. Will meet or exceed sales and new client growth targets on an annual basis. Manage sales/business development efforts for our… more
- Citigroup (New York, NY)
- …all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager * Develop and maintain an extensive knowledge in the ... global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise,… more
- WTW (New York, NY)
- …and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders ... and benefit programs. You will serve as the project manager on select projects, interface with vendors and key...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… more