- Citigroup (San Francisco, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Citigroup (Downey, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- BMO Financial Group (Santa Monica, CA)
- …business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Identifies opportunities during customer conversations to ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more