- HSBC (Fremont, CA)
- …The role is not expected to provide securities recommendations to clients As our Wealth Relationship Officer you will: + Provide high quality sales ... core products, Premier proposition, and familiar with retail and wealth product processes + Understanding of relationship ...and wealth product processes + Understanding of relationship management systems (CRM and RM Platform, etc.) +… more
- Citigroup (Sunnyvale, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- JPMorgan Chase (Redwood City, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (Newark, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more