- Citigroup (Chicago, IL)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures,...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- 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 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 (Costa Mesa, CA)
- 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
- US Bank (Minneapolis, MN)
- …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...provide extraordinary service to an exclusive group of ultra-high-net-worth ( UHNW ) clients. In this role, the MDCA serves as… more
- Bank of America (Los Angeles, CA)
- …part of a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and ... introduction is initiated by the Private Bank and referred to the MAG...Bank of America premises and to provide a safe work environment. To view Bank of… more