- Citigroup (Miami, FL)
- …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
- Bank of America (New York, NY)
- …implementation guidance. Responsibilities include: + Partner with select group of Merrill Private Wealth and UHNW focused Financial Advisors and their clients ... UHNW Capital Markets Specialist New York, New York **Job...Bank of America premises and to provide a safe work environment. To view Bank of America's… more
- Citigroup (New York, NY)
- 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 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
- M&T Bank (Los Angeles, CA)
- …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
- Bank of America (New York, NY)
- …to enable a best-in-class suite of products and platforms across Merrill, The Private Bank , and Consumer Investments. **Core responsibilities:** + Works closely ... business case and priorities to streamline mass affluent/HNW for UHNW + Develops senior executive ready communications and presentations...Bank of America premises and to provide a safe work environment. To view Bank of… more
- Citigroup (Miami, FL)
- The GMM SAFE Act manages multiple teams of senior professionals...and the community. + Position Citi Private Bank as the provider of choice for UHNW ... High Net Worth Regional Management team and the extended US Private Bank Management team. + High-level responsibilities included full P&L oversight, staffing,… more