- Guardian Life (New York, NY)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in ... tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC growth… more
- TD Bank (New York, NY)
- …clients in the high - net - worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the ... this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and… more
- Truecare Homecare Agency (Brooklyn, NY)
- …advisors. + Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... A FIELD-BASED ROLE Position title : Private Client Outreach Specialist - Private Pay Division Job Summary As a...services. + Familiarity with the needs and expectations of high - net - worth families and private care… more
- JPMorgan Chase (New York, NY)
- …the highest quality advice, service, capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals and families around the world. We ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- City National Bank (New York, NY)
- …Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the ... *BUSINESS DEVELOPMENT SPECIALIST * WHAT IS THE OPPORTUNITY? Provide business development...contact with targeted FAs and CPAs to use CNR's High Net Worth services using… more
- Citizens (New York, NY)
- …and owner occupied lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... focusing on each client's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary… more
- Coinbase (Albany, NY)
- …* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs). * Industry experience within ... alignment. Attendance is expected and fully supported. As a Specialist , Prime Client Services you'll join a high... Specialist , Prime Client Services you'll join a high performing team of client servicing professionals whose performance… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Senior Underwriting Specialist , Excess Casualty, National Accounts Join us as...build effective relationships with brokers and to deliver a high standard of customer service as an example for… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... to manage risk. Join us as a Regional Production Specialist , Lexington Property to play your part in that...How you will create an impact The Regional Production Specialist must be able to illustrate the highest levels… more
- City National Bank (New York, NY)
- …environment and help make a sales impact? City National Rochdale, a specialized high - net - worth investment manager, is looking for a persuasive communicator ... *BUSINESS DEVELOPMENT SPECIALIST * WHAT IS THE OPPORTUNITY? Are you a...CRM * Ability to work independently and manage a high volume of leads effectively * Strong communication and… more