17 Jobs im Bereich Client Needs Assessment weltweit

Privatkundenbetreuer (m/w/d) – Banking | Frankfurt am Main

Premium

White Horse International GmbH • Frankfurt am Main, DE • Hybrid

45,000 - 65,000 EUR

•Vollzeit•Unbefristet

Financial AnalysisRegulatory ComplianceCustomer AcquisitionPrivate Banking Advisory

Auto Insurance Specialist I (Full-Time, Permanent) Beausejour

Access Financial Services Inc. • Beausejour, CA • Vor Ort

34,324 - 42,049 CAD (geschätzt)

•Vollzeit•Unbefristet

Proficient computer skillsVertraulichkeitRisk ManagementFraud Prevention

Service Broker

HUB International Canada Holding Limited • Windsor, CA • Hybrid

45,000 - 55,000 CAD (geschätzt)

•Vollzeit•Unbefristet

ChatEmailPolicy Management SystemsCustomer Relationship Management Systems

Property Insurance Specialist III (Full-Time, Permanent) St. Mary's

Access Financial Services Inc. • CA • Vor Ort

56,759 - 69,430 CAD (geschätzt)

•Vollzeit•Unbefristet

Risk ManagementInsurance PoliciesInsurance ContractsClient Needs Assessment

Financial Planner

Bank of Montreal • Sarnia, CA • Vor Ort

60,000 - 100,000 CAD (geschätzt)

•Vollzeit•Unbefristet

Risk ManagementInvestment AdviceFinancial PlanningInvestment Planning

Auto Insurance Specialist I (Full-time, permanent) Steinbach

Access Financial Services Inc. • Steinbach, CA • Vor Ort

34,324 - 42,049 CAD (geschätzt)

•Vollzeit•Unbefristet

Computer SkillsVertraulichkeitRisk ManagementFraud Prevention

Auto Insurance Specialist I (Full-time, permanent) Arborg

Access Financial Services Inc. • Arborg, CA • Vor Ort

34,324 - 42,049 CAD (geschätzt)

•Vollzeit•Unbefristet

Computer SkillsSecurityVertraulichkeitRisk Management

PT Consumer Banker I (Oakley)

first financial bank • Cincinnati, US • Vor Ort

37,440 - 42,994 USD (geschätzt)

•Teilzeit•Unbefristet

Risk ManagementConsumer BankingAccount ManagementReferral Management

Commercial Card Product Specialist

MUFG Bank, Ltd. • Los Angeles, US • Hybrid

121,000 - 158,000 USD (geschätzt)

•Vollzeit•Unbefristet

ComplianceUser trainingPre-sales supportEnd-to-End-Testing

Auto Insurance Specialist I (Full-time, permanent) Arborg

Access Financial Services Inc. • Arborg, CA • Vor Ort

40,000 - 55,000 CAD (geschätzt)

•Vollzeit•Unbefristet

Computer SkillsRisk ManagementPayment CollectionPolicy Implementation

Teller - 20 Hours

Columbia Bank • San Rafael, US • Vor Ort

37,440 - 45,760 USD (geschätzt)

•Teilzeit•Unbefristet

Cash HandlingBankgeschäfteCompliance with Banking RegulationsProduktwissen

Insurance Sales Agent - Denver, CO (Cherry Creek)

Auto Club Services, Inc. • Denver, US • Vor Ort

45,000 - 80,000 USD (geschätzt)

•Vollzeit•Unbefristet

BindingQuotingRetentionPhone Sales

Financial Planning Consultant

CIBC Investor Services Inc • Duncan, CA • Hybrid

50,000 - 70,000 CAD (geschätzt)

•Vollzeit•Unbefristet

PhilanthropyVermögensnachfolgeplanungVerkaufserfahrungWealth Management

Мениджър Прайм клиенти, ф-л София Паметник Левски

UniCredit Bank GmbH • Fernarbeit • Vor Ort

30,000 - 45,000 EUR (geschätzt)

•Vollzeit•Unbefristet

Credit AnalysisPortfolio ManagementClient Needs AssessmentFinanzproduktwissen

Bilingual Financial Services Consultant- Wealth

Sun Life Assurance Company of Canada • Montreal, CA • Hybrid

50,000 - 70,000 CAD (geschätzt)

•Vollzeit•Unbefristet

VertriebFinancial AdviceRetirement SavingsClient Needs Assessment

Firmenberater (m/w/d) Versicherungsvertrieb Agenturen

R+V Versicherung • Heilbad Heiligenstadt, DE • Hybrid

40,000 - 60,000 EUR (geschätzt)

•Vollzeit•Unbefristet

VersicherungsvertriebProvision InsuranceCommercial InsuranceClient Needs Assessment

Agent, Financial Services

Desjardins • Centre-du-Québec, CA • Vor Ort

40,000 - 50,000 CAD (geschätzt)

•Vollzeit•Unbefristet

Financial AdvisoryClient Needs Assessment

Conseiller Commercial en Protection Sociale Expérimenté H/F - Sarrebourg (57)

Allianz Insurance • Villers-lès-Nancy, FR • Vor Ort

45,000 - 65,000 EUR (geschätzt)

•Vollzeit•Unbefristet

VersicherungsvertriebPortfolio DevelopmentClient Needs AssessmentSocial Protection Advisory