- HUB International (Chicago, IL)
- …industry related continuing education training and courses. **Qualifications** + Experience working with high net worth insurance carriers is preferred. + ... large personal lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. + Prepares annual… more
- Manulife (Chicago, IL)
- …partners which include insurance companies, endowments, corporate pension plans, family offices and high net worth individuals. Additional information on MIM ... The professional will support the firm's effort to construct and lead high quality, diversified senior loan portfolios that exceed market risk-adjusted returns. This… more
- BMO Financial Group (Naperville, IL)
- …excel in sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net Worth clients in the area. Come Join the 8th ... internal stakeholders to build capability and drive business growth. + Meets high -quality service standards to maximize relationship retention and growth. + Develops… more
- CIBC (Chicago, IL)
- …Specialist, you'll be responsible for managing and administering fee-related processes for high - net - worth clients within the Private Wealth Management ... skills, and a customer-centric approach to supporting internal teams and high -value clients. **How you'll succeed** + **Operational Excellence** - You'll ensure… more
- AIG (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior… more
- AIG (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... cross-selling opportunities. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for… more
- Cherry Bekaert (Elgin, IL)
- …of complex individual and partnership returns + Build and serve our partnerships and high net - worth individuals with estate, gift and trust tax planning ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot\_February-2021.pdf) which includes annual bonus, medical,… more
- City National Bank (Chicago, IL)
- …(PWS) team, and is responsible for expanding CNR's relationships with its financial advisors, high and/or ultra- high net - worth (H/UHNW**) clients and ... prospective clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate goal of independently working on… more
- Pinkerton (Chicago, IL)
- …including advance planning, surveillance and counter surveillance operations, and security driving for high net - worth clients. The PERC License and the ... for providing for the welfare, physical protection, and security of a high -profile client by performing armed and/or unarmed executive protection assignments and… more
- City National Bank (Springfield, IL)
- …mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship ... Managers, the position will support business development activities of line units and develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products and services. Conduct client/prospect needs… more
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