- Truist (Dallas, TX)
- …relationships within the defined Reserve/GenSpring market segment based upon objective and sound personal financial planning and financial advisory concepts. An ... periodically your understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor… more
- Citigroup (New York, NY)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... to quickly learn new products and services + Possesses sound judgment and is creative in providing credit/deposit solutions...communication skills + Must be able to express a sound opinion, able to agreeably present another viewpoint +… more
- Citigroup (West Palm Beach, FL)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... **De Novo Personal Banker - B10** **Job Description:** The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining… more
- Citigroup (Dana Point, CA)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with… more
- Citigroup (Getzville, NY)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... information barrier surveillance. This role will focus on employee personal trading-related controls. **Responsibilities:** + Creating, enhancing and implementing… more
- Citigroup (San Francisco, CA)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and… more
- Truist (Bowling Green, KY)
- …mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop ... periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work… more
- Truist (Ormond Beach, FL)
- …mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop ... periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work… more
- Citigroup (Tampa, FL)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Knowledge of Compliance laws, rules, regulations and risks + Must be a self-starter, flexible, innovative and adaptive + Strong interpersonal skills with… more
- Citigroup (Tampa, FL)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5-8 years of relevant experience + Effective verbal and written communication and negotiation skills + Subject matter expertise regarding audit… more
- Citigroup (Irving, TX)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 10+ years of experience… more
- Truist (Boston, MA)
- …confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to ... general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. +… more
- Truist (Beverly Hills, CA)
- …coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to ... general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8.… more
- Truist (Charlotte, NC)
- …confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to ... general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. *… more
- Amazon (Seattle, WA)
- …roles in unfamiliar or ambiguous circumstances - solid sense of accountability and sound personal judgment * Excellent oral and written communication skills, ... paired with sound business judgment and ability to see around corners * Strong business acumen and ability to integrate HR and business strategies. * Excellent… more
- Amazon (Seattle, WA)
- …in unfamiliar or ambiguous circumstances - solid sense of accountability and sound personal judgment * Demonstrated program ownership and consistent delivery ... attention to detail * Excellent oral and written communication skills, paired with sound business judgment and ability to see around corners * Well-honed analytical… more
- Kyndryl (New York, NY)
- …with senior stakeholders + Deep understanding of industry trends and technology + Sound personal brand and presence in the industry + Demonstrated ability ... and customer satisfaction + Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and… more
- Kyndryl (Richmond, VA)
- …activities with senior stakeholders *Deep understanding of industry trends and technology * Sound personal brand and presence in the industry *Demonstrated ... Leadership, Management, People *Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and… more
- Kyndryl (New York, NY)
- …with senior stakeholders + Deep understanding of industry trends and technology + Sound personal brand and presence in the industry + Demonstrated ability ... Management, People + Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and… more
- Regions Bank (Orlando, FL)
- …net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary ... of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer… more
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