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Citi
Citi
H1B vizos rėmėjasBankininkystėFinansaiFintech
„Citi“ yra pasaulinė bankininkystės ir finansinių paslaugų įmonė, aptarnaujanti vartotojus, korporacijas, vyriausybes ir institucijas. Jos paslaugos apima vartotojų bankininkystę, kredito korteles, turto valdymą, įmonių bankininkystę ir investicinę bankininkystę, o veikla vykdoma daugiau nei 100 šalių. Kaip didelė tarptautinė finansų organizacija, „Citi“ suburia komandas, dirbančias bankininkystės, finansinių paslaugų ir finansinių technologijų srityse.
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Wealth Relationship Manager – San Jose Onsite

Manage relationships with affluent and high-net-worth clients for Citi’s private banking business. Deliver financial planning, investment, credit, and banking solutions through San Jose-area branches.

USJungtinės ValstijosCAKalifornija
88 400 $ – 132 600 $ / metai
Darbas vietojeVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųKlientų vadybininkasPardavimai

Aprašymas

  • Build and expand relationships with affluent and high-net-worth clients to increase portfolio share
  • Use financial planning, discovery, and client profiling to uncover needs
  • Anticipate complex financial needs and recommend relevant products, services, and tools
  • Deliver comprehensive financial solutions in partnership with product specialists
  • Maintain high-touch, face-to-face client engagement and consistent communication
  • Develop referral opportunities to grow the client portfolio
  • Source, acquire, and expand valuable customer relationships
  • Refer qualified opportunities to Lending Consultants, Financial Advisors, Small Business Partners, and Relationship Managers
  • Coordinate client events that strengthen relationships
  • Convert referral leads into new client relationships
  • Manage client follow-up while meeting regulatory and compliance requirements
  • Complete KYC/AML and other required compliance procedures
  • Work with branch team members to create positive in-branch client experiences
  • Evaluate business risks and protect the firm’s reputation, clients, and assets
  • Maintain compliance with applicable laws, rules, regulations, and policies
  • Use sound ethical judgment and transparently escalate, manage, and report control issues
  • Coach and train new team members
  • Take on formal or informal leadership responsibilities within the team

Reikalavimai

  • 5–8 years of experience
  • Strong analytical and financial capabilities
  • Strong written and verbal communication skills
  • Excellent organization and attention to detail
  • Proficiency with Microsoft Office, including Excel, Outlook, and Word
  • Experience with Money Guide Pro, NaviPlan Select, or comparable financial planning software preferred
  • Basic knowledge of investment and financial planning strategies preferred
  • Self-directed, solutions-oriented, goal-focused team player who can work independently
  • Current US FINRA registration required: SIE, Series 6, 63, and 65, or Series 7 and 66, or equivalent
  • Complete all US FINRA registration requirements within 150 days of starting
  • Insurance Group 1 certification required, with all requirements completed within 150 days of starting
  • Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring clients to Citibank for mortgage services
  • Maintain and renew mortgage loan originator registration annually and update registration information promptly
  • Bachelor’s or university degree, or equivalent experience

Privalumai

  • Medical, dental, and vision coverage
  • 401(k) plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off, including vacation, sick leave, and holidays
  • Discretionary and formulaic incentive and retention awards for eligible employees

Susiję darbai

Knowtion Health

Remote Talent Acquisition Manager

Knowtion Health
501 – 1 000 Darbuotojai
H1B vizos rėmėjasDraudimasKonsultavimasLogistika
USJungtinės ValstijosALAlabamaAZArizonaFLFloridaIDAidahasKSKanzasasMEMeinasMIMičiganasMSMisisipėMOMisūrisNMNaujoji MeksikaNCŠiaurės KarolinaOKOklahomaPAPensilvanijaSCPietų KarolinaTNTenesisTXTeksasasVAVirdžinijaWVVakarų VirdžinijaWIViskonsinasNuotolinisVisas etatasJaunesnysis specialistasVidutinis lygisPrivaloma Kalba: anglųĮdarbinimas

Oversee recruiting systems, requisitions, analytics, and contingent workforce operations at Knowtion Health. Help support scalable hiring processes for a growing healthcare company.

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Napco National

Purchasing Coordinator, Saudi Arabia (Remote)

Napco National
5 001 – 10 000 Darbuotojai
LogistikaMaistas ir gėrimaiSveikatos priežiūra
SASaudo ArabijaNuotolinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųPirkimai

Coordinate purchasing operations for a manufacturing business in Saudi Arabia, from purchase orders and supplier deliveries to customs paperwork and material transfers. Support shipment clearance, invoice processing, supplier claims, and product certificate renewals.

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Terumo Medical Corporation

Region Manager, Terumo Interventional Systems Sales

Terumo Medical Corporation
1 001 – 5 000 Darbuotojai
H1B vizos rėmėjasGamybaKonsultavimasSveikatos priežiūra
USJungtinės ValstijosNJNaujasis Džersis
120 000 $ – 165 000 $ / metai
Darbas vietojeVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųVadovas

Lead medical device sales across a North Central New Jersey region, managing field teams and hospital relationships. Drive regional revenue, sales performance, and compliant promotion of Terumo Interventional Systems products.

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