Wealth Relationship Manager - San Francisco Chinatown Ca jobs at Citi Group in United States, San Francisco
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Job title (1)
United States
State
San Francisco
188 jobs found
01.04.2025
CG
Citi Group Citi Commercial Bank - Mid-Corp Relationship United States, California, San Francisco
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. Execution of strategic initiatives launched...
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations. Introduces solutions to clients in building and strengthening an...
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service. Perform efficient and accurate banking transactions including, managing...
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...
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,...
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...
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...
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. Execution of strategic initiatives launched...
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