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NE Risk Management Assoc., Inc./NE Intergovernmental Risk Management Assoc.

Lincoln, Nebraska

Stockbridge Logo
Stockbridge

San Francisco, California

NEW! NEW!
University of Connecticut Logo
University of Connecticut

Storrs Campus

NEW! NEW!
Stockbridge Logo
Stockbridge

San Francisco, California

NEW! NEW!
Cardinal Health

La Vergne, Tennessee

Cardinal Health

La Vergne, Tennessee

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United Negro College Fund

Washington, D.C.

United Negro College Fund

Washington, D.C.

University of California Office of the President

Oakland, California

PartnerRe Logo
PartnerRe

Stamford, Connecticut

University of California Office of the President

Oakland, California

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Orion First

United States - Nationwide

National Rural Electric Cooperative Association

Arlington, Virginia

Tristate Capital Bank

Cleveland, Ohio

Weill Cornell Medicine Logo
Weill Cornell Medicine

New York, New York

Cushman Wakefield Multifamily Logo
Cushman Wakefield Multifamily

Birmingham,

Cushman Wakefield Multifamily Logo
Cushman Wakefield Multifamily

Budapest, Hungary

Palomar

United States - Nationwide

IAT Insurance Group Logo
IAT Insurance Group

Greenwood Village, Colorado

IAT Insurance Group Logo
IAT Insurance Group

Greenwood Village, Colorado

Amwins Group Logo
Amwins Group

Greenwood Village, Colorado

Baylor Scott & White Health Logo
Baylor Scott & White Health

Dallas, Texas

Superior Property Management

Maple Grove, Minnesota

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Senior Relationship Manager (Private Clients Segment)
Roles and Responsibilities Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers Comply with all regulations and controls as set by the Bank and external regulatory authorities Skills and experience required Minimally 8 years of relevant experience in banking & financial advisory Possess strong knowledge of financial products Great communication & interpersonal skills


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