- HUB International (Thibodaux, LA)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with a ... a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May… more
- Wells Fargo (Frisco, TX)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage… more
- Charles Schwab (Lone Tree, CO)
- …that continuously challenges the status quo, positioning Schwab as a leader in the Ultra High Net Worth (UHNW), clients with more than $10M in assets. ... Senior Manager role is charged with delivering thoughtful, insightful, high impact contributions across a range of " high... high impact contributions across a range of " high stakes" strategic projects, as well as joining efforts… more
- IHG (Santa Monica, CA)
- …revenue by developing and executing strategic sales plans to attract and retain high - net - worth leisure clients, travel advisors, and luxury travel consortia. ... a related field. + Proven ability to lead, motivate, and develop high -performing teams in fast-paced environments. + Strong skills in negotiation, presentation, and… more
- World Insurance Associates, LLC. (Woonsocket, RI)
- …degree or equivalent work experience, preferred + 3-7 years minimum Personal Lines High Net Worth Account Management experience required + Property ... management and retention Essential Duties and Responsibilities + Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required… more
- Berkshire Bank (Worcester, MA)
- …manage Salesforce; proven coaching skills + Demonstrated experience servicing the needs of high - net - worth individuals with premier level of customer service ... of new business prospects. Key Accountabilities: + Provides full-service banking to high value clients and oversees a portfolio of simple and/or packaged product… more
- Cisco (San Jose, CA)
- … level government protective security experience. + Experience working for C-Suite and/or ultra high net worth individuals, public figures, or celebrities in ... be willing to travel at a moment's notice including international travel to high -risk destinations. Must be available during evenings and weekends to respond to… more
- Wells Fargo (Boca Raton, FL)
- …12 months referred primarily from established, local, external sources + Experience working with ultra- high net - worth clients + 1 + year of recruiting ... contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and...and compliance in Private Mortgage Banking Sales + Produce high quality loans that meet Wells Fargo Home Mortgage… more
- Citigroup (New York, NY)
- …full power of Citi ** ** to serve the entire continuum of clients, from affluent to ultra- high net worth to family offices. ** ** Through our three business ... USPB HR and Wealth HR and will be a part of a high performing, dynamic, agile team. Responsibilities: **Communications Strategy and Execution** + Provide support… more
- Capital One (Richmond, VA)
- …or rare collectibles) **Preferred Qualifications** **:** + 1+ year of experience working with high net worth individuals and clients + Strong communication, ... and the convenience of the latest interfaces to help high -performance people actualize the full potential of their lives....and sell luxury goods + Working closely with our high value Events team and discovering opportunities for collaboration… more