- Citigroup (Riverside, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Loma Linda, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Canyon Country, CA)
- …the tasks/services provided. Impact of the job holder is restricted to own team. Citi , the leading global financial services company, has some 200 million ... and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides...Citi as the provider for lending and other financial solutions. This includes promoting Citi and… more
- Citigroup (Los Angeles, CA)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (Morgan Hill, CA)
- …Citi 's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to ... to clients. **Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and...referral sources, and customers. + Visit customers outside of Citi 's offices, with such visits to vary based on… more
- Citigroup (San Francisco, CA)
- …and loyalty, increase sales, deepen relationships and drive increased engagement with Citi products and services. This role is responsible for the execution of ... inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service… more