- Citigroup (Washington, DC)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Manager SAFE Act is a seasoned professional role....wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent… more
- Citigroup (Washington, DC)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... research . Master referral opportunities to grow portfolio . Refer opportunities to segment partners where appropriate (including, but not limited to Small … more