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United States
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Glendale
24 jobs found
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CG
Citi Group VP Portfolio Consultant - Citi Wealth United States, California, Glendale
Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting and writing about such opportunities in diverse forums....
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with...
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance. Promoting mortgage products to...
Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting and writing about such opportunities in diverse forums....
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