- Citigroup (Greenburgh, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (Greenwich, CT)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that… more
- Citigroup (New City, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- Citigroup (Greenburgh, NY)
- …about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, ... etc). to drive mortgage business into the bank. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's… more
- JPMorgan Chase (Greenwich, CT)
- …and conduct new and existing business by adhering to risk /control expectations, procedures, and processes + Leverages and understands the generated Branch ... of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for… more
- Citigroup (Greenwich, CT)
- …+ Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and ... on brokerage activity and execute trades seamlessly. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more