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Citi Group Wealth - Integrated Client Engagement Manager Director United States, New York, New York
Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region....
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...
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...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Establish a reputation of execution and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. The internal sales leader for Structured Lending 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...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region....
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