- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to… more
- KeyBank (Cortlandt Manor, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well...etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Participate in Wells Fargo Advisors training program for meeting personal , professional, and organizational client service and...service and financial goals within the Financial Advisory - Private Client function + Review basic or… more
- World Insurance Associates, LLC. (Buffalo, NY)
- …challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's ...solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and… more
- JPMorgan Chase (Mount Kisco, NY)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... financial needs, and tailor product and service recommendations + Makes personal connections, engages and educates customers, asks open-ended questions, and listens… more
- Citigroup (New York, NY)
- …**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 (New York, NY)
- …**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 (New York, NY)
- …selling **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
- AIG (New York, NY)
- …our New York, Chicago, Denver or Toronto office. Senior M&A Analyst, Financial Lines Support of underwriting team specializing in underwriting of insurable risks as ... and development of relationships with M&A source producers (brokers, lawyers and private equity fund principals). The Senior Analyst will support the transactional… more
- Manulife (New York, NY)
- The Director, Private Markets AML/KYC is responsible for maintaining and updating all Anti-Money Laundering and Know Your Counterparty ("AML/KYC") internal processes ... maintaining and enhancing the AML/KYC policies, procedures, and controls of the global Private Markets organization. In this role of Director, you will work closely… more