- Citigroup (San Francisco, CA)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and...financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry… more
- Citigroup (Downey, CA)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and...financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry… more