- 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...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (Palo Alto, CA)
- 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:** **Primary Location:** Palo… 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
- 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
- TD Bank (Greenville, SC)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the...will serve as the central point of contact for HNW clients across banking lending and High Net Worth… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as credit and lending expert to High Net Worth ( HNW ) and Ultra-High Net Worth (UHNW) clients and is primarily responsible for sourcing, ... the facility that works for the client and the Bank . Manages the most complex borrowing relationships by presenting...solutions to meet unique borrowing and lending needs of HNW and UHNW clients. + Originate credit leads from… 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)
- …for offering personalized advice and wealth management related to Special Needs Trusts for HNW and UHNW clientele. Learn more about the career areas and lines of ... Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal… more