- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (Orland Park, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (Oakbrook Terrace, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new… more
- Citigroup (Northbrook, IL)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
- Citigroup (Vernon Hills, IL)
- …customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the provider for lending and ... other financial solutions. This includes promoting Citi and its financial services to real estate agencies,...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
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