- 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 (Boston, MA)
- 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 (Los Angeles, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... management & planning services and access to a dedicated Private Banker . We also support firms, and...we aim to be your comprehensive financial partner. The Banker SAFE Act is an internally and… more
- 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
- M&T Bank (Buffalo, NY)
- …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
- Wells Fargo (Chicago, IL)
- …personalized advice and wealth management related to Special Needs Trusts for HNW and UHNW clientele. Learn more about the career areas and lines of business at ... Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal… more