- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- Insight Global (Los Angeles, CA)
- Job Description Serve as a primary point of contact for high - net - worth clients, ensuring exceptional service and relationship management. Support money ... management roles. Strong client relationship and interpersonal skills. Experience working with high - net - worth individuals and families. Series 7 and Series… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness, ... services introduction for new or recent college graduates, or experienced high -performing colleagues with financial services backgrounds. The role will provide you… more
- AON (CA)
- …process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree ... is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree or… more
- Tiffany & Co. (San Francisco, CA)
- …establishing and executing upon strategies for the acquisition, engagement, retention and growth of High Net Worth clients, in addition to having an ... with a global mindset, strategic in application of impeccable service and bespoke experiences. Through active and ongoing partnership,...* Establishing and reinforcing the Tiffany brand within the High Net Worth client market.… more
- CIBC (Newport Beach, CA)
- …well as greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth ... effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Serve...CIBC Wealth Management growth through the acquisition of new, high net worth and ultra‐… more
- Citigroup (San Francisco, CA)
- …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
- Citigroup (San Francisco, CA)
- …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
- JPMorgan Chase (San Francisco, CA)
- …Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net ... counsel, offers attractive wealth management solutions, and delivers a high level of service . As a Client...you will focus on addressing the wealth needs of High Net Worth and Ultra… more
- Bank of America (Sacramento, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more