Senior Wealth Relationship Manager (SAFE Act) - Korean
Citi
Citi in Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify their complex needs and offer tailored financial solutions. The role involves deep interactions with clients and collaboration with branch teams to ensure an exceptional banking experience. The ideal candidate should possess strong analytical and financial skills, as well as significant experience in building client relationships. Competitive salary and benefits are included. #J-18808-Ljbffr Citi
- Overview The Wealth Relationship Advisor SAFE Act is a seasoned professional role that requires in‑depth disciplinary... ...segment partners where appropriate (Senior Wealth Advisor, Small Business... ...through converting referral leads. Manage client follow‑up and adhere to all...Senior
$70k
Senior Wealth Advisor SAFE Act - Miami Location: Miami, Florida, United States Job Type: On-Site/Resident... .... Responsibilities Build relationships with new clients to bring in bank and... ...clients by converting referral leads. Manage client follow‑up and adhere to all regulatory...SeniorWork at office$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...Senior- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...Senior
- Brown Brothers Harriman (BBH) is seeking a Relationship Manager to join its multi-family office team in New York, NY. You will serve as the main point of contact for high-net-worth clients, manage complex portfolios, and lead business development initiatives while mentoring...SeniorWork at office
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorWork at office- Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...SeniorFull timeWork at office
$88.4k - $132.6k
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience, strong analytical and financial skills, and effective communication abilities. You will build relationships with high-net-worth...Senior- Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have...Senior
- Brown Brothers Harriman is seeking a Relationship Manager in New York to manage high-net-worth client accounts. You will be responsible for business development, portfolio management, and ensuring exceptional client service. The ideal candidate has over 15 years of experience...Senior
$160k - $230k
...Relationship Manager, Asset Managers - Vice President / Senior Vice President New York, New York, United States iCapital is looking for a Relationship Manager... ...new and existing relationships with Asset and Wealth Managers and support other Relationship Managers....SeniorFull timeWork at officeRemote work- ...Wealth Relationship Manager - Rego Park Discover your future at Citi Working at Citi is far more than just a job. A career with us means... ...Overview The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth...Work at office
$94k - $141k
Client Experience Senior Analyst SAFE ACT - WASHINGTON Job Overview This seasoned... ...customer service while managing risk and compliance. Responsibilities... ...experience, preferably in wealth management or other... ...internal and external relationships. High degree of engagement...Senior$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United States Job Type: On-Site/Resident Posted... ...The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary...Work at office$150k - $180k
...banking activities. Source new customer relationship opportunities, including; New loans... ...(e.g. swaps and caps); Cash Management; Private Banking; Wealth Management investment products. Analyze... ..., Credit Administration and senior lending personnel to effect efficient...SeniorBank staffWork at office$78.08k - $117.12k
Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs. The...- A cutting-edge payments platform is seeking a Customer Success Leader to onboard and grow key merchant accounts. This role involves defining processes, designing scalable systems, and collaborating with product teams to enhance customer satisfaction. The ideal candidate...SeniorRemote job
- Apollo Global Management, Inc. in New York seeks a senior leader to represent real estate solutions for the GWMS platform, driving AUM growth through tailored investor engagement and strategic product messaging. Join a team shaping market dynamics with strong analytical...Senior
- Citigroup Inc. is seeking a Client Executive to join its Investor Services team in New York. This senior role entails managing a key Asset Manager relationship, influencing client outcomes, and driving revenue growth within a global network. The ideal candidate will have...Senior
$78.97k - $126.14k
...personal clients, deepening existing relationships, and integrating both business & personal clients. Will act as a trusted strategic advisor... ...CRA‑eligible fundings), risk management, and community presence... ...Mortgage Licensing Act of 2008 (Safe Act) and registered with the...Senior$250k
## Personal Banker SAFE Act - Manhattan AreaApplylocations: New York New York United Statesposted... ...calls/inbound calls to acquire new relationships and deepen existing relationships... ...and business practices, and escalating, managing and reporting control issues with...Full time$89k - $120k
...Sales Executive, Senior CRS is... ...and professional relationships and close cooperation... ...with sales manager to ensure the achievement... ...when needed. Acts as the lead... ..., adopts a safe behavior by exercising... ...(French, Korean, Spanish) Mathematical... ...programs. Wealth: In addition to...SeniorKorean language skillsContract workWork at officeLocal areaImmediate start$250k
...Personal Banker SAFE Act - Manhattan Area Discover your future at Citi Working at... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships... ...and business practices, and escalating, managing and reporting control issues with transparency...$23.62 - $26.58 per hour
...centered safety assessment and risk management planning. Provides crisis... ...collaboratively with other Safe Horizon programs to facilitate... ...demonstrate leadership skills (acts as a “go-to” person for colleagues... ..., French, Chinese, Arabic, Korean) preferred. If hired, I...SeniorKorean language skillsHourly payFull timeContract workWork at officeRemote workRelocation packageFlexible hours$27 - $39 per hour
Senior Escrow Officer Senior Escrow Officer responsible... ...purchase transactions. Acts as a neutral third-... ...environment. Ability to manage deadlines, timelines, and... ...adverse, and negative relationship with some of the... ...stressful situations, work safely and respectfully with others...SeniorRemote jobHourly payTemporary workWork at officeLocal areaImmediate start- ...for purchase order data & shipping document. Manage approval process with samples, trims,... ...Candidates who are bilingual in English and Korean are preferred. Ability to prioritize and multitask with a keen sense of detail. Act as a team player. Excellent oral, written,...SeniorKorean language skillsFull timeWork at officeOverseasMonday to FridayShift work
$61.28k - $85.52k
Citi is seeking an entry-level Personal Banker SAFE Act to assist in sales and customer service activities. This role emphasizes building... ..., along with a Bachelor's Degree. Responsibilities include managing business credit requests, building referral opportunities, and...Full time$61.28k - $85.52k
Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act for the Manhattan Area to assist in execution of sales and customer... .... This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing excellent...- Citi is hiring a Personal Banker SAFE Act for their Loma Linda Branch. This entry-level role will assist with sales and customer service, fostering client relationships to enhance loyalty. Ideal candidates demonstrate good communication skills and prior experience in banking...
- Citi is seeking an entry-level Personal Banker SAFE Act in New York. The role involves assisting in sales and service activities to foster customer relationships. Main responsibilities include handling business credit requests, providing outstanding client services, and...
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