Top Tech Jobs & Startup Jobs in Los Angeles, CA

Build and deepen relationships with affluent and high-net-worth clients, identify financial needs, and provide tailored banking, credit, investment, and financial planning solutions. Acquire new clients through referrals, expand portfolio value, coordinate with product specialists and branch partners, organize client events, and maintain high-touch client engagement. Ensure adherence to KYC, AML, SAFE Act, FINRA, insurance, mortgage licensing, regulatory, and compliance requirements.

Originates residential mortgage loans by advising customers, analyzing financial profiles, recommending lending solutions, developing referral relationships, and driving mortgage sales. Coordinates with branches, processors, underwriters, closers, and operations teams to ensure accurate, compliant, and timely loan closings. Maintains regulatory knowledge, manages customer relationships, promotes Citi financial services, and assesses lending risks.

Build and deepen relationships with affluent and high-net-worth clients by assessing financial needs, providing holistic banking, credit, investment, and financial-planning solutions, and expanding client portfolios. Acquire new clients through referrals, manage follow-up, organize client events, and coordinate with lending, financial advisory, and business partners. Maintain compliance with KYC, AML, SAFE Act, FINRA, insurance, and mortgage-originator requirements while supporting excellent branch experiences.

Manage and grow affluent and high-net-worth client relationships through financial discovery, profiling, referrals, and holistic banking, credit, investment, and financial planning solutions. Acquire new clients, expand wallet share, conduct high-touch engagement and client events, coordinate with branch specialists, and ensure compliance with KYC, AML, SAFE Act, and regulatory requirements. The role also mentors colleagues and influences branch performance.

Build and deepen affluent and high-net-worth client relationships through financial discovery, profiling, referrals, and holistic banking, credit, investment, and financial planning solutions. Acquire new clients, expand portfolios, conduct high-touch engagements and events, coordinate with specialists, and ensure regulatory, KYC, AML, and SAFE Act compliance. The role also involves coaching, collaboration, risk management, and maintaining required FINRA, insurance, and mortgage originator registrations.

Build and deepen affluent and high-net-worth client relationships through financial discovery, holistic banking, credit, investment, and planning solutions. Acquire new clients, expand portfolios, generate referrals, conduct high-touch meetings and events, and coordinate with internal specialists. Ensure regulatory, KYC, AML, risk, and compliance requirements are followed while delivering exceptional client service.

Manages and grows relationships with affluent and high-net-worth clients through financial discovery, planning, referrals, and tailored banking, credit, investment, and mortgage solutions. Acquires new clients, expands wallet share, conducts high-touch client engagement, organizes events, and partners with branch specialists. Ensures regulatory compliance, including KYC, AML, FINRA, insurance, and SAFE Act requirements, while coaching colleagues and supporting positive branch experiences.

Provides comprehensive financial and investment advice to affluent and high-net-worth clients. Builds and deepens client relationships, acquires assets, converts referrals, recommends suitable investment solutions, and identifies cross-business opportunities. Ensures compliance with KYC, AML, regulatory, and risk procedures while partnering with wealth team specialists. Coaches new recruits and supports positive client experiences.

Leads Citi’s West Coast Lending Advisory team, driving regional growth, team performance, client acquisition, and execution of tailored lending solutions. Advises ultra-high-net-worth clients and private bankers on complex loans secured by securities, real estate, aviation, fine art, collectibles, and other assets. Partners with underwriting and risk teams to structure compliant proposals, manages the lending pipeline, and serves as a subject matter expert on lending products and market opportunities.

Build and deepen relationships with affluent and high-net-worth clients, identify financial needs, provide holistic banking, credit, investment, and financial planning solutions, acquire new clients, generate referrals, organize client events, and ensure regulatory compliance. The role requires managing client portfolios, coordinating with product specialists and branch partners, and maintaining KYC, AML, FINRA, insurance, and SAFE Act requirements.