- HUB International (Berkeley Heights, NJ)
- …substantially, in part due to our industry leading success in mergers and acquisitions. Our Private Client Team group , based out of our Berkeley Heights, NJ ... least 3-7 years of experience in related position + Understanding of the Private Client marketplace & carriers + A valid Property & Casualty Insurance license… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …applies, and recommends changes to organizational policies and procedures. + Collaborates with private client group management to identify and implement ... Improve) to deliver on the firm's core values of client -first, integrity, independence and a conservative, long-term view. We...* Make prompt, pragmatic choices and act with the client in mind * Take ownership and hold themselves… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …domain such as Credit Risk, Treasury Risk and Market Risk across the various segments ( Private Client Group and Asset Management, Capital Markets, Bank and ... Improve) to deliver on the firm's core values of client -first, integrity, independence and a conservative, long-term view. We...* Make prompt, pragmatic choices and act with the client in mind * Take ownership and hold themselves… more
- Wells Fargo (Davidson, NC)
- …**In this role, you will:** + Manage and develop a team of associates in a Private Client Group branch, and manage the daily administration, operations, and ... for the designated branch + Provide leadership to expand revenue and client relationships + Collaborate and consult with peers, colleagues, and multiple level… more
- TEKsystems (St. Petersburg, FL)
- …of new educational ideas and systems. * Acts as a liaison to Business Development, Private Client Group Education and Sales Management. * Acts as the ... in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity… more
- Citigroup (New York, NY)
- …experience **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... larger Wealth Group division of Citigroup. The group is client facing and is comprised...all legal and regulatory policies and requirements of the Private Bank + Resolve client inquiries and… more
- Citigroup (San Francisco, CA)
- …**Education:** + Bachelor's/university degree; Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... wealth and asset management needs ("Core Family Office"). The Group 's primary role is to support new client...Proven track record in driving incremental revenue and new client acquisition strategies in a private bank… more
- JPMorgan Chase (Fort Worth, TX)
- **Short Description** As a Private Client Banker, you are the point of contact for a select group of Chase's clients as well as customers in the Branch. ... advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you...are the main point of contact for a select group of Chase's affluent clients as well as other… more
- Citigroup (New York, NY)
- …and English **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... to cover the Mexico market and knowledge of the client base is preffered. **Responsibilities:** + Provide complete service...Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening… more
- Citigroup (New York, NY)
- …150 days) **Education:** + Bachelor's degree required, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... contact with them/convert prospects into clients. + Anticipate events in a client 's life which have significant financial implications. + Serve as a trusted… more