• UHNW Private Banker SAFE Act

    Citigroup (Chicago, IL)
    …+ Grow client net revenue annually in core product areas: investment management, capital markets , and banking & lending + Create sales and marketing ... adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client… more
    Citigroup (09/27/24)
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  • Executive Financial Services - Rule 10b5-1 Ultra…

    Morgan Stanley (Purchase, NY)
    …Maintain EFS records on Rule 10b5-1 trading plans. * Prior experience in Capital Markets , Investment Banking/Origination, Wealth Management or other role in ... SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth ( UHNW ) Rule 10b5-1 Specialist under EFS this...point of contact to liaise between Trade Desk and Specialist Teams on market updates, trading strategy… more
    Morgan Stanley (09/16/24)
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