- Citigroup (Costa Mesa, CA)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call ... Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that… more
- Citigroup (San Francisco, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the...and in line with the fundamental interests of the Citi Private Bank . + Help team members… more