- World Insurance Associates, LLC. (Chicago, IL)
- 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
- HUB International (Santa Fe, NM)
- …This role manages a book of business for affluent personal lines clients, handling policy reviews, client meetings, and insurance recommendations. It ... production goals. **Job Responsibilities:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a… more
- HUB International (Bluffton, SC)
- … Lines Account Manager will manage a book of Personal Lines including High net-worth/ Private Client insurance business, while acting with a ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's… more
- HUB International (Ridgeland, MS)
- … Lines Account Manager will manage a book of Personal Lines including High net-worth/ Private Client insurance business, while acting with a ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance, because that's...applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's… more
- World Insurance Associates, LLC. (Denver, CO)
- …and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client ... solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and...commercial lines insurance, high net worth / private client , employee benefits, human capital and… more
- KeyBank (Saratoga, 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
- JPMorgan Chase (Cambridge, MA)
- …with colleagues and worked as part of a team to achieve business results. As a Senior Private Client Banker in a JP Morgan Branch, you are the main point of ... **Job Responsibilities** + Shares the value of the new Private Client tiered product suite, relationship program...behalf and has a 360 view of all the client 's product, personal connections, key partners, and… more
- JPMorgan Chase (Los Angeles, CA)
- …partnerships across all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you will be ... Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented **Competencies** Accuracy and Attention… more
- Zions Bancorporation (San Antonio, TX)
- Amegy Bank is seeking top candidates for the role of Private Banking Manager to join our premier community bank in San Antonio, Texas. The ideal candidate will ... in attracting new business relationships while deepening and retaining existing private banking relationships. The Private Banking Manager is responsible… more
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