- Citigroup (Short Hills, NJ)
- 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 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 (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 (Dallas, TX)
- 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
- 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
- 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 (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
- US Bank (Nashville, TN)
- …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