Jobs at Citi Group in United States, Fountain Valley
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United States
State
Fountain Valley
5 jobs found
24.06.2024
CG
Citi Group Wealth Relationship Manager - Orange County United States, California, Fountain Valley
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Support target setting, performance plans, and coaching plans for sales as well as meet with operations managers to review performance, progress, and targets •. Manage a team by conducting performance...
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup,...
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.). Act as a subject matter expert...
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.). Act as a subject matter expert...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
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