- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact ... clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...will serve as the central point of contact for HNW clients with lower balances and will work to… more
- US Bank (New York, NY)
- …of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, ... At US Bank , we're on a journey to do our...new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work… more