- JPMorgan Chase (Chicago, IL)
- …Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet client investment ... client experience. The candidate will be familiar with the life insurance and retirement industry, and can...clients across the entire wealth spectrum. It includes the Private Bank , JP Morgan Securities, and Chase… more
- Fifth Third Bank, NA (Chicago, IL)
- …next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: The Private Bank Senior Insurance Specialist works within the Private ... level, sales processes, and result reporting. . Consult with Life Insurance Sales Manager to implement business...individual performance. More information can be obtained upon request. Private Bank Senior Insurance Specialist… more
- NBT Bank (Syracuse, NY)
- Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the ... bank 's high net worth private banking clients....with an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life… more
- Huntington National Bank (Chicago, IL)
- Description The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, ... 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 (Holland, MI)
- 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
- 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 (Beverly Hills, 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
- Bank of America (Iselin, NJ)
- …be clients of the Global Corporate & Investment Bank and/or Merrill or the Private Bank . Strong sector knowledge and strong partnerships across Bank of ... a portfolio of Non- Bank Financial Institution ("NBFI") clients. The Global Commercial Bank serves public and private companies with annual revenues of $50… more