- HSBC (Vienna, VA)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting… more
- Citigroup (Washington, DC)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Citigroup (Washington, DC)
- …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
- Citigroup (Mitchellville, MD)
- The **Community Mortgage Lending Officer ** is an **experienced position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Wounded Warrior Project (Washington, DC)
- …contact, with strong emphasis on in-person meetings and cultivation events. The gift officer will share in the goal of confirming planned gifts, increasing the ... communications within DMI/Salesforce CRM to ensure prioritizing individual passions through relationship based fundraising strategies. + Represent WWP and speak to… more