- JPMorgan Chase (Plano, TX)
- …Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet client investment ... clients across the entire wealth spectrum. It includes the Private Bank , JP Morgan Securities, and Chase...client experience. The candidate will be familiar with the life insurance and retirement industry, and can… more
- NBT Bank (Syracuse, NY)
- Pay Range: $60,450.00 - $73,892.00 The Private Bank Relationship Associate acts in a support capacity to the private bank team in managing and elevating ... in operations and customer service across our footprint. The Private Bank Relationship Associate will enhance the...with an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life… more
- Umpqua Bank (Seattle, WA)
- Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington **Description** **About ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...match for qualifying associate contributions, an employee assistance program, life insurance , disability insurance , tuition… more
- Huntington National Bank (Denver, CO)
- Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for ... registration and additional qualifications required. Preferred Qualifications: + Securities and life insurance licenses preferred but not required. +… more
- Huntington National Bank (Cincinnati, OH)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for ... registration and additional qualifications required. Preferred Qualifications: + Securities and life insurance licenses. + Demonstrated success working with high… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... registration and additional qualifications required. Preferred Qualifications: + Securities and life insurance licenses. + Demonstrated success working with high… more
- Huntington National Bank (Chicago, IL)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington ... Bank in terms of establishment of documentation, maintenance, and...provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (San Francisco, CA)
- …management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more