- AIG (Miami, FL)
- …of areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients and High Net Worth individuals. What you need to know: ... The Facultative Energy & Construction Underwriter will be responsible for supporting the Facultative Desk Energy Product Leader in the day to day underwriting and management of the overall Energy & Construction portfolio written through the Miami FAC Desk… more
- CIBC (Boston, MA)
- …Wealth US** CIBC Private Wealth offers tailored wealth management solutions to high - net - worth individuals, families, foundations, and institutions. With a ... long-standing commitment to excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and a collaborative culture. **What you'll be doing** We are seeking a highly motivated… more
- AIG (Atlanta, GA)
- …and business interruption, aviation, financial lines, casualty, environmental, catastrophic events, high net worth individuals, and boardroom liabilities. ... AIG has an exciting opportunity to join the Property underwriting support team and assist the Wholesale Property field underwriters. Your contribution at AIG You will contribute to the growth and profitability of the Wholesale Property unit by providing… more
- Commerce Bank (Kansas City, MO)
- …liability impact- inaccurate processing creates exposure to monetary risk, tax reporting risk for high - net - worth clients and reputational risk to the bank. + ... Ensure timely and accurate processing and respond promptly to out-of-balance situations + Collaborate with team members and partners to identify areas of opportunities for efficiency and automation within daily processes and procedures to support scalable… more
- Truist (Tampa, FL)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... needs and objectives of the client, and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more
- Fox Rothschild LLP (Philadelphia, PA)
- …+ Experience in trusts and estate planning, administration, and taxation (including for high net - worth individuals and sophisticated estates). + Experience ... in research, analysis, drafting documents for the implementation of estate plans, as well as preparation and/or review of tax returns (including the preparation of Federal estate tax returns) and other documents related to planning structures. + Experience… more
- Deloitte (Sacramento, CA)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Truist (Houston, TX)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... strong consultative and client management skills with the ability to sell a wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client mandates and coordinated… 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 ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- AIG (Boston, MA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more