Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Job Summary
Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs.
Matching Summary
Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
Salary
Base: $70,000.00 - $70,000.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.