- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (East Meadow, NY)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (Smithtown, NY)
- …individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly ... The Wealth Regional Director is a senior leader within...on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as… more
- Citigroup (Smithtown, NY)
- …branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- Citigroup (Garden City, NY)
- …customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the provider for lending and ... other financial solutions. This includes promoting Citi and its financial services to real estate agencies,...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more