Relatiemanager Private Banking Business Professionals
3 weeks ago
Vanuit ons kantoor op de Zuidas zorgt het Team Business Professionals voor private banking dienstverlening aan equity partners van advocaten-, private equity- en advieskantoren. Deze rol biedt ons team een diversiteit aan boeiende casussen en waardevolle professionele relaties. Het adviseren van equity partners is uitdagend en intellectueel stimulerend werk, waarbij we grote voldoening halen uit het begeleiden van partners gedurende hun hele carrière, vanaf het moment van toetreding tot aan pensionering.
Private banking is een gespecialiseerde vorm van financiële dienstverlening. Wij bieden op maat gemaakte financiële begeleiding die perfect aansluit op de unieke behoeften en doelstellingen van onze klanten. Onze dienstverlening omvat beleggingsadvies, vermogensplanning, financieren, verzekeringen en meer. Het doel is om equity partners en hun gezinnen te helpen hun financiële doelen te bereiken, hun vermogen te beschermen en te laten groeien, en financiële welzijn op lange termijn te waarborgen. Vertrouwen, maatwerk en hoogwaardige service zijn essentieel in private banking.
Als Relatiemanager bij het Team Business Professionals regel jij, samen met een Private Banker, alles voor jouw eigen klantenportefeuille. Onze klantenkring omvat veel jonge, actieve professionals. Jij maakt afspraken met deze klanten, geeft ze advies, bereidt afspraken voor en speelt een essentiële rol in het onderhouden van klantrelaties.
Als Relatiemanager bij Team Business Professionals houd je je onder andere bezig met:
Dagelijks contact met klanten, waarbij je informatie verstrekt en advies geeft over producten, eventueel in overleg met de Private Banker. Na een grondige opleiding en inwerktraject ben je in staat om vragen en problemen zoveel mogelijk zelfstandig af te handelen.
Het starten en volgen van alle (administratieve) processen voor de relaties binnen jouw portefeuille. Dit omvat onder andere het begeleiden van hypotheekaanvragen, de onboarding van nieuwe klanten en de coördinatie van het interne traject hiervan.
Het onderhouden en realiseren van een contactplanning met klanten en prospects.
Het leveren van uitstekende service en het bieden van gepersonaliseerde oplossingen, waarmee jij bijdraagt aan het opbouwen van een duurzame en succesvolle relatie met elke klant.
Bijdragen aan de verbinding en samenwerking binnen het Team Business Professionals. Je daagt ons uit om samen beter te worden en vervult een voorbeeldrol binnen het team.
#J-18808-Ljbffr
-
Senior Private Banking Relationship Manager
3 weeks ago
Greenville, United States WSFS Bank Full timeDescription At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...
-
Private Banking Portfolio Manager Team Lead
6 days ago
Greenville, United States WSFS Bank Full timePrivate Banking Portfolio Manager Team Lead page is loaded Private Banking Portfolio Manager Team Lead Apply locations Berwyn, PA Greenville, DE time type Full time posted on Posted 5 Days Ago job requisition id R-101457 Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and...
-
Private Banking Portfolio Manager Team Lead
3 weeks ago
Greenville, United States WSFS Bank Full timePrivate Banking Portfolio Manager Team Lead page is loaded Private Banking Portfolio Manager Team Lead Apply locations Berwyn, PA Greenville, DE time type Full time posted on Posted 5 Days Ago job requisition id R-101457 Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and...
-
Investment Banking Analyst
3 weeks ago
Greenville, United States Van Lanschot Kempen Full timeAs an Analyst at Van Lanschot Kempen Investment Banking you are ready to be part of a dynamic international team, take a high degree of responsibility, and make an impact from day one. You are looking to fuel your career in a boutique investment bank, advising clients on M&A, debt, and equity capital markets solutions across a number of growing sectors. You...
-
Bank Float Sales
1 week ago
Greenville, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a...
-
Bank Float Sales
2 days ago
Greenville, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a...
-
Greenville, United States Greenville University Full timeAssistant/Associate Professor of Business ManagementGreenville, IL • Faculty DescriptionGreenville University is seeking an innovative scholar as a full-time tenure-track assistant or associate professor in Business Management, focusing on business management, economics, and international business. This position begins in August 2024. The successful...
-
Greenville, South Carolina, United States Greenville University Full timeAssistant/Associate Professor of Business ManagementGreenville, IL • FacultyDescriptionGreenville University is seeking an innovative scholar as a full-time tenure-track assistant or associate professor in Business Management, focusing on business management, economics, and international business. This position begins in August 2024. The successful...
-
Client Success Coordinator
24 hours ago
Greenville, United States Business Buddy Full timeJob DescriptionJob DescriptionWe are seeking a talented and experienced Client Success Coordinator to join our fast-growing agency. This full-time, in-office position will play a crucial role in managing client deliverables and ensuring the success of our marketing campaigns. The ideal candidate will have a strong background in digital marketing, with the...
-
Financial Professional
4 weeks ago
Greenville, United States New York Life Full timeNew York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.Unlike most careers, being a Financial Professional will not leave...
-
Store Customer Experience Coordinator
1 week ago
Greenville, United States TD Bank Group Full timeWe are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a desktop or laptop. **Store Customer Experience Coordinator (20) Woodruff Road** 343822BR Retail Banking Customer Service Greenville , SC January 14, 2022 **Company Overview** **About TD Bank, Americas Most Convenient Bank** TD Bank,...
-
Professional Development Associate
1 week ago
Greenville, United States Vidant Health Full timeJob Description ECU Health About ECU Health Medical Center ECU Health Medical Center, one of four academic medical centers in North Carolina, is the 974-bed flagship hospital for ECU Health and serves as the primary teaching hospital for The Brody School of Medicine at East Carolina University. ECU Health Medical Center has achieved Magnet® designation...
-
Sales Support Specialist
2 weeks ago
Greenville, United States First Citizens Bank Full timeOverview: First Citizens Bank has an opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or Business...
-
Professional Development Specialist
2 weeks ago
Greenville, United States Vidant Health Full timeJob Description ECU Health About ECU Health Medical CenterECU Health Medical Center, one of four academic medical centers in North Carolina, is the 974-bed flagship hospital for ECU Health and serves as the primary teaching hospital for The Brody School of Medicine at East Carolina University. ECU Health Medical Center has achieved Magnet® designation twice...
-
Professional Development Specialist
2 weeks ago
Greenville, United States Vidant Health Full timeJob Description ECU Health About ECU Health Medical Center ECU Health Medical Center, one of four academic medical centers in North Carolina, is the 974-bed flagship hospital for ECU Health and serves as the primary teaching hospital for The Brody School of Medicine at East Carolina University. ECU Health Medical Center has achieved Magnet designation...
-
Sales Support Specialist
1 week ago
Greenville, United States First Citizens Bank Full timeOverview: First Citizens Bank has an opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or Business...
-
HR Business Partner
3 weeks ago
Greenville, United States Alleguard Full timeJob Summary The HR Business Partner will support our plant under the direction of the Plant Manager and Director of HR (not located on site). The HR Business Partner will provide professional support to Leaders, Managers, and individual plant contributors.This position is 60% strategic/forward-thinking, 35% administrative and 5% misc.; requires skills beyond...
-
Mortgage Lender
3 days ago
Greenville, United States First Community Bancshares Full timePosition Summary Responsible for soliciting,negotiating, and assist in coordinating the closing of routine mortgageloans. Examines, evaluates, andrecommends approval of loan package. Also promotes business for Bank by developing new residential mortgagebusiness growth and cross-selling opportunities. The majority of time workedis spent out of banking...
-
Business Development Representative
1 week ago
Greenville, United States Zenith Real Estate LLC Full timeJob DescriptionJob DescriptionThe Business Development Representative (“BDR”) plays a crucial role in generating leads and driving growth for the company. This position offers an opportunity to learn the fundamentals of sales and business development while contributing to the expansion of our client base. The BDR will be responsible for prospecting,...
-
Commercial/Ag Loan Officer
3 weeks ago
Greenville, United States BANK OF HILLSBORO NA Full timeJob DetailsJob Location Greenville Branch - Greenville, IL Job Shift Day Description Job Title: Commercial/ Ag Loan Officer Category: Banking / Finance Location: Greenville, IL Experience: 5+ years banking, finance or accounting background. At Bank of Hillsboro, we strive to separate ourselves by providing industry-leading customer service. As we continue to...