- WTW (Los Angeles, CA)
- …their respective business area. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice provides personal risk ... necessary to manage their risk as we see fit. A role with Personal Lines Private Client team is suited for individuals who have excellent verbal… more
- HUB International (Encino, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The ** Personal Lines Account Executive** manages an assigned book of business, ... / GED; College degree strongly preferred. + Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment + Must have High… more
- JPMorgan Chase (Los Angeles, CA)
- …partnerships across all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- HUB International (Encino, CA)
- …our customer's needs and provide them with innovative insurance solutions. The ** Personal Lines Account Executive** provides critical support to clients, manages ... required) or equivalent combination of education & experience. + Private Client /High Net Worth experience required. +...working location, as well as the specific position's business line , scope and level. HUB International is proud to… more
- CIBC (Newport Beach, CA)
- …of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and… more
- Citigroup (Beverly Hills, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (Los Angeles, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted… more
- PNC (Walnut Creek, CA)
- …contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San Francisco, San Jose or ... of influence strongly preferred. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- Insight Global (Sacramento, CA)
- …engineering employees have designed hundreds of miles of overhead transmission and distribution lines for a variety of energy clients. We utilize the latest in ... design software tools to provide a thorough technical line design. Job Summary: The Senior Transmission Line Engineering Manager is responsible for the design of… more