- 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
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... 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
- Citigroup (New York, NY)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... 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:** **Primary Location:** New… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different ... quality team. + In addition to the role of Private Banker , the Team Leader will also...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Bank of America (New York, NY)
- …part of a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and ... introduction is initiated by the Private Bank and referred to the MAG...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (New York, NY)
- …business-focused way. A centralized brokerage team to provide dedicated brokerage services to Private Bank clients who don't have or require a relationship with ... Investment Branch Office Compliance Manual. **Responsibilities include:** + Cover UHNW clients with Capital Markets needs, including transactions and...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (New York, NY)
- …building referral networks with measurable revenue outcomes. + Deep understanding of UHNW /HNW client segments, private banking products, and global regulatory ... + 15+ years of leadership experience in wealth management, private banking, or financial services. + Demonstrated success managing...Bank of America premises and to provide a safe work environment. Bank of America is… 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