- Citigroup (Palo Alto, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (Palo Alto, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and… more
- Citigroup (Palo Alto, CA)
- …client events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… more