- Citigroup (San Francisco, CA)
- …determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + Leverage ... currencies, asset classes, markets and jurisdictions + Engage and advise clients on brokerage activity and execute trades seamlessly. + Actively look for cross sell… more
- Citigroup (New York, NY)
- …, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + Implement a ... currencies, asset classes, markets and jurisdictions + Engage and advise clients on brokerage activity and execute trades seamlessly. + Actively look for cross sell… more
- Robert Half Finance & Accounting (Wayne, PA)
- …and optimizing daily business operations within the office and support brokerage functions, property management, and real estate development tasks. In this ... Oversee daily office operations, ensuring efficient workflows across departments ( sales , leasing, marketing, property management) . Manage transaction coordination… more
- AIG (Chicago, IL)
- …to succeed + Minimum 7+ years of Commercial Insurance Company, Agency or Brokerage experience. + Bachelor's degree from a four-year college or university. + Proven ... product features, forms, regulatory environments and risks, etc. + Demonstrated sales , marketing, and relationship building experience. + Very strong verbal and… more
- First Horizon Bank (Fort Lauderdale, FL)
- …role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more