• Citi Private Bank - UHNW

    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:** Full time **Primary… more
    Citigroup (07/29/25)
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  • Citi Private Bank - UHNW

    Citigroup (Greenwich, CT)
    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 (07/25/25)
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  • Citi Private Bank : Banker

    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 (08/22/25)
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  • SVP, Private Banker - Citi…

    Citigroup (Los Angeles, CA)
    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 (08/02/25)
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  • Lead Wealth Management Banker

    Wells Fargo (Philadelphia, PA)
    …**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 (08/29/25)
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  • Wealth Strategist

    Bank of America (San Francisco, CA)
    …drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
    Bank of America (06/12/25)
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  • Senior Custom Credit Associate - Private

    M&T Bank (New York, NY)
    …of the Bank 's retail and commercial banking systems Knowledge of Private Banking products and services Ability to work independently and in a team-based ... Credit products for high-net-worth (HNW) and ultra-high net worth ( UHNW ) clients to meet client needs. Seeks opportunities to...including regulations, which may affect the client and the Bank . + Assist in daily client and portfolio management… more
    M&T Bank (08/29/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Boston, MA)
    …environment. + Work closely with internal partners in Wealth Management and Commercial Bank to source customized credit solutions for UHNW and HNW clients. ... to High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) clients and is primarily responsible for sourcing, negotiating,...the facility that works for the client and the Bank . Manages the most complex borrowing relationships by presenting… more
    M&T Bank (08/16/25)
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  • Vice President; Ultra High Net Worth Portfolio…

    Bank of America (Bellevue, WA)
    …drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bellevue/Vice-President--Ultra-High-Net-Worth-Portfolio-Strategist\_25035606) **Job Description:** At Bank of America, we are guided by a common… more
    Bank of America (08/26/25)
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  • PWM Wealth Strategist

    US Bank (Charlotte, NC)
    …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
    US Bank (07/04/25)
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