- World Insurance Associates, LLC. (Farmingville, NY)
- …Proven experience in personal lines insurance , with a strong focus on high - net - worth /private client solutions. + Deep understanding of affluent clientele ... your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized… more
- AIG (New York, NY)
- The High Net Worth business is a key portfolio within Global Personal Insurance , writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager ... responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including...succeed + 5+ years of financial experience in the insurance industry. + Highly motivated and results-oriented + Excellent… more
- Guardian Life (New York, NY)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in driving growth ... strategies, tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC… more
- World Insurance Associates, LLC. (Buffalo, NY)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance , high net worth / private client, employee ... World Insurance Associates ("World") is a unique financial services...2011, World is one of the fastest-growing, Top 25 insurance brokers in the US with nearly 3,000 employees… more
- Citigroup (New York, NY)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- AON (NY)
- …license + 4+ years property and casualty insurance sales producer experience, preferably in high net worth + Proficient in using a variety of computer ... focus on developing client and referral opportunities in our High Net Worth - Private Client...casualty insurance sales producer experience, preferably in high net worth + Proficient… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... business priorities. **Qualifications:** + 15+ years of experience in High Net Worth and Ultra...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Citigroup (New York, NY)
- …Head of Securities Based Lending** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth ... broader Firm. **Qualifications:** + 10+ years of experience in High Net Worth and Ultra...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... financial services - ideally with Lending experience in a High Net Worth or Ultra...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Bank of America (New York, NY)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...(CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client… more