- Citigroup (Greenwich, CT)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (Greenwich, CT)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more