- 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 (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 (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 ... 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 (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 ... business, along with an acquisition strategy for UHNW & HNW target names. Thus thorough knowledge of the relevant...team. + In addition to the role of Private Banker , the Team Leader will also have the following… more
- Wells Fargo (Philadelphia, PA)
- …for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing ... **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… more
- M&T Bank (Boston, MA)
- …+ Responsible for establishing and maintaining federal registration requirements outlined in the SAFE Act . + Complete other related duties as assigned. **Scope ... as credit and lending expert to High Net Worth ( HNW ) and Ultra-High Net Worth (UHNW) clients and is...the facility that works for the client and the Bank . Manages the most complex borrowing relationships by presenting… more
- 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 (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
- M&T Bank (New York, NY)
- …applicable. + Responsible for meeting and maintaining registration requirements under the Federal SAFE Act . + Complete other related duties as assigned. **Scope ... the loan portfolio. Provides Custom Credit products for high-net-worth ( HNW ) and ultra-high net worth (UHNW) clients to meet...clients. These clients often have direct access to senior bank executives and other influencers within the community… more
- US Bank (Kansas City, MO)
- …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...advisory). + Minimum of 10 years of experience in HNW /UHNW wealth management (eg, wealth advisory, tax, account administration,… more
- US Bank (Nashville, TN)
- …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