• HNW Banker SAFE Act

    Citigroup (Denver, CO)
    The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
    Citigroup (08/02/25)
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  • HNW Private Banker SAFE…

    Citigroup (Miami, FL)
    ** HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to add value to...In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely… more
    Citigroup (06/03/25)
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  • Citi Wealth / Private Bank - HNW…

    Citigroup (New York, NY)
    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 ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
    Citigroup (06/03/25)
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  • Director, HNW Private Banker

    Citigroup (San Francisco, CA)
    The Senior 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 ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
    Citigroup (05/14/25)
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  • Private Client Relationship Manager II

    TD Bank (Greenville, SC)
    …of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act ), 12 USC || 5102 et seq., and ... will serve as the central point of contact for HNW clients across banking lending and High Net Worth...with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act ),… more
    TD Bank (07/31/25)
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  • Associate Relationship Manager-New York/New…

    TD Bank (New York, NY)
    …of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act ), 12 USC || 5102 et seq., and ... will serve as the central point of contact for HNW clients with lower balances and will work to...with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act ),… more
    TD Bank (07/26/25)
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  • PWM Wealth Strategist

    US Bank (Charlotte, NC)
    …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, such ... At US Bank , we're on a journey to do our...10 or more years of financial planning experience with HNW /UHNW clients **Preferred Skills/Experience** - Insurance consultation and planning… more
    US Bank (07/04/25)
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  • Senior Philanthropic Advisor - Senior Lead…

    Wells Fargo (Dallas, 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 (07/31/25)
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