Jobs at Citi Group in United States, Newport Beach
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Company (1)
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United States
State
Newport Beach
17 jobs found
26.11.2024
CG
Citi Group UHNW Private Banker SAFE Act United States, Florida, West Palm Beach
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending. Create sales and marketing strategies designed to generate revenue growth and to acquire...
Responsibilities:. Develop sales plans and drive production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development and...
Develop sales plans and drive production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development and implement/execute...
Develop sales plans and drive production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development and implement/execute...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
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,...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending. Create sales and marketing strategies designed to generate revenue growth and to acquire...
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