- Citigroup (New City, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Citigroup (Greenburgh, NY)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- Bank of America (Greenwich, CT)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Manager Manchester, New Hampshire;Greenwich, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- Citizens (White Plains, NY)
- …on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial ... ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending...and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion… more