Wealth Solutions Advisory Manager - San Antonio Tx jobs at Citi Group in United States, San Antonio
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United States
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San Antonio
131 jobs found
19.12.2024
CG
Citi Group Senior Wealth Advisor United States, California, San Francisco
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
Calls on C-suite executives to form and deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks. Works with product specialists and subject matter experts...
Calls on C-suite executives to form and deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks. Works with product specialists and subject matter experts...
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
Directly supports a C16 level manager and generally supports an entire department. Manages day to day calendar(s) of senior management. Coordinates all aspects of executive level manager appointments, meetings, receptions...
Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
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