- Citigroup (New York, NY)
- …Citi Private Bank, operates in the affluent and high-net worth segments through Citigold( R ) and Citigold( R ) Private Client and captures wealth management in the ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Bloomberg (New York, NY)
- …and Sydney, and work collaboratively with our Account Management teams, Product Development and R & D teams. What's the role? You will use your financial markets ... and employees alike. Our team comprises several key pillars: sales , service, operations, culture and brand. As a department,...company * Liaise between the client, product development teams, R & D to push internally for enhancements or… more
- Guardian Life (New York, NY)
- …management and leadership to track KPIs and drive progress toward achieving strategic /annualgoals. + Develop actionable insights for users to discover and access ... and information products' data value chain. + **Lead Guardian's effort to d ** **evelop and** **maintain** **a single,** **accurate** **, and unified customer view… more