Wealth Relationship Manager - Millbrae Cantonese/mandarin Speaking jobs at Citi Group in United States, California
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51 jobs found
29.04.2025
CG
Citi Group Wealth Relationship Manager - Saratoga CA Mandarin Speaking United States, California, Saratoga
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
Oversee the development and execution of integrated sales, relationship, and credit strategies, business plans and operational goals through building customer relationships, developing sales plans, focusing on employee performance/development. Monitor and...
Build and maintain strong relationships with key commercial clients, providing tailored financial solutions to meet their business needs. Identify and pursue new business opportunities, including expanding the bank’s portfolio of...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization. Provide sales assistance by designing and implementing process improvements. Support new products, promotions, and...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
Administer branch sales, service, control and management of human resources. Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service....
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
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