Personal Banker Safe Act - Westgate West- San Jose Branch jobs at Citi Group in United States, San Jose
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Job type
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Job title (1)
United States
State
San Jose
82 jobs found
21.11.2024
CG
Citi Group Senior Wealth Advisor - San Francisco/Castro United States, California, San Francisco
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,...
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
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...
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
Responsible for legal support activities related to legal operations, litigation, discovery orsettlements. Executes, reviews, processes and tracks legal documentation, executes transactions and completes varied work requests from multiple sources that...
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...
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,...
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