• Citi Wealth - UHNW Investment…

    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
    Citigroup (06/24/25)
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  • Wealth Senior Client Associate

    M&T Bank (Naples, FL)
    …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
    M&T Bank (07/18/25)
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  • Senior Real Estate Asset Management…

    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 (07/18/25)
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  • Senior Trust Associate - Senior Fiduciary…

    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
    Wells Fargo (07/18/25)
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