- Citigroup (Beverly Hills, CA)
- The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to… more
- Citigroup (Atlanta, GA)
- …by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and investment advice to ... the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior… more
- M&T Bank (New York, NY)
- …retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the Client Service Value ... relationships. + Complete new account opening, collect AML (Anti-Money Laundering), BSA ( Bank Secrecy Act) and KYC (Know Your Customer) requirements; process related… more
- Wells Fargo (San Francisco, CA)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- Wells Fargo (Austin, TX)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more