Jonathan Ip Email & Phone Number

Torrance, California, United States

• Identify, build and deepen relationships to gainincremental wallet share of the affluent and High NetWorth segment through the use of financial planning andexcellent discovery and profiling skills.
• Proactively source, acquire and expand high valuecustomer relationship by maximizing sale and service opportunities.
• With the support of product specialists, intuitivelyrecognize and understand a client's banking, credit andinvestment needs and goals in order to provide holistic financial solutions.
• Manage client follow-up and adhere to all Regulatory andCompliance operating procedures
• Ensure that KYC/AML and other compliance norms arestrictly adhered to
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience

Service and deepen relationships with high value clients and small business clients by making outbound calls daily and setting appointments. Provide product recommendations and financial guidance alongside with mortgage consultant, Citigold relationship managers CPWM Wealth advisors and area business manager. Provide support with day to day branch.

Greater Los Angeles Area

Act as a liaison and consultant to provide technology recommendations to enhance clients' business strategies. Build business relationships through networking and consulting.

Torrance, CA

Provide branch customers with product and service suggestions that are best suit their financial goals and situation

Help customers archieve their personal fitness goals

Bs, Finance

Hs Diploma