- HSBC (Arcadia, CA)
- …we all share. Wealth is a strategic priority for HSBC and the role of a Wealth Relationship Officer (WRO) is a key supporting role in the achievement of ... the proposition objectives. The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, as well as… more
- HSBC (Arcadia, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- Citigroup (Fullerton, 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
- Citigroup (Woodland Hills, 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
- Citigroup (Anaheim Hills, CA)
- The **Community Mortgage Lending Officer ** is an **entry level 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
- The Walt Disney Company (Anaheim, CA)
- …filing, and data entry to ensure smooth operations. Effective member relationship management is key, building and maintaining relationships with Members to ... Home Mortgage Referrals (Total Referrals / Qualified Referrals) * Partners Wealth Management (Total Referrals / Qualified Referrals) * Review Membership Applications… more