Citi Private Client Relationship Manager WestchesterConnecticut Job in Westchester, New York US
– 10+ years in financial services with a strong knowledge of investments, banking and credit products-A strong understanding and experience with commercial banking relationships and experience interacting with high-net worth clients and influencing their decision making- Securities Licensed: Series 7, 63/65 or 66, Life and Health required – with 60 days to obtain Life and Health, 65 or 66- Demonstrated knowledge of sophisticated financial services and products appropriate for high net worth clients- Ability to establish relationships and partner effectively with other departments or businesses Read more […]