Job Details

Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients businesses and sources of wealth generation. Anticipate events in a clients life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. Help clients achieve broad financial/investment goals related to the creation and management of wealth. Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. Ensure clients are presented with seamless execution of internal processes and Citigroup services. Apply an in-depth level of knowledge in key investment and financing produ...Director, Wealth, Banker, Financial