Sentences with phrase «private banking clients»
She has extensive experience on industry developments and challenges faced by private banking clients.
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Citi Private Bank clients get a 25 % point bonus.
She has also led a number of advisory projects with private banking clients, including KYC / AML reviews, governance reviews, business risk management reviews, regulatory reviews and integration assistance.
Citi Private Bank clients get a 25 % point bonus.
➢ Managed 150 relationships while acquiring 95 new private banking clients representing $ 45 million in new assets
On the plus side, Asset Management added 160 private bank client advisors in 2011.
As an HSBC Private Bank client, you have exclusive access to our commercial real estate lending programme.
BMO Nesbitt Burns and BMO Private Banking clients are not eligible for the Rebate.
To get the 50 % bonus you must be a Wells Fargo Private Banking client, or have a primary checking account within a PMA Package with a balance of $ 250,000 or more
Designed strategies to grow Private Banking client base, grow wallet share of existing clients
Assisted private banking clients with all walk - in, telephone and email transactions and inquiries including deposits, cash withdrawals, transfers, ATM card support, loan servicing, and general bank account servicing
In addition, many banks sponsor wealth management strategies and direct private banking clients or high net worth individuals into real estate investments.
In Europe, Societe Generale SA raised 31 million pounds ($ 48 million) from 40 private banking clients about 18 months ago to buy a London office building, and is now seeking other real estate opportunities on the continent, in particular in the Benelux countries, according to Eric Verleyen, the private bank's chief investment officer.
For instance, they can design travel rewards for jet - setters, develop specialized cards for private banking clients and devise creative excursions for people who enjoy exclusive events.
Falcon Private Bank reaffirms its first - mover role in blockchain asset management by accepting a new source of wealth: With immediate effect, existing and new private banking clients can place their wealth originating from crypto assets and converted into fiat currency with Falcon.
I'm really looking forward to building our team of private bankers who can serve the growing needs of our private banking clients.»
A lot of the solutions we provide to our private banking clients are similar to those that our global markets colleagues offer to very large institutional investors.
In Asia, private banking clients — who are typically exposed to multiple jurisdictions, and therefore harbour intricate tax reporting responsibilities, usually turn to their private banks to deal with these complexities, sapping up valuable time and resource in the process.
Supporting the deposit and loan capabilities of our business relationship managers, Amegy brings a highly experienced team of product specialists who offer a wide range of depository, lending, mortgage, brokerage, investment management, trust and internet services for consumers and private banking clients.
There's a relationship bonus to these rewards rate if you're an existing Citigold or Private Bank client.
As a Private Banking client, you'll work directly with a Private Banker and have access to a wide array of exclusive benefits and services tailored to your specific financial needs and objectives.
Some even pricier ones — such as American Express» fabled Centurion Card (reportedly with a $ 5,000 initiation fee and $ 2,500 annual fee)-- are by invitation only, or are available only to private banking clients of major banks.
Other banks often offer credit card perks to their high - dollar, private banking clients.
Another metallic card is the J.P. Morgan Palladium card, available only to the bank's private banking clients.
There's a relationship bonus to these rewards rate if you're an existing Citigold or Private Bank client.
«Our private banking clients include people interested in fine art, so it's a natural fit,» said Chi - Won Yoon, Chief Executive Officer of UBS Group Asia Pacific.
Commercial and investment banks as well as other finance companies invest in real estate on a direct basis and on behalf of their private banking clients.