Jayson Tenorio
Pearl River,NY
Summary
Experienced and results-driven Relationship Manager with a proven track record in generating revenue and executing client retention. I am seeking a challenging role where I can contribute my skills in relationship management, team leadership, and client problem-solving in order to achieve business objectives.
Overview
16
16
years of professional experience
Work History
Wealth Relationship Manager
CitiGroup, N.A.
03.2014 - Current
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Prepared presentations and reports outlining progress towards financial goals.
- Organized seminars and workshops to educate clients on topics such as retirement planning, tax laws.
- Assisted clients in developing long-term plans that meet their financial objectives.
Relationship Manager
Key Investment Services
Pearl River, NY
09.2011 - 02.2014
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Generated reports regarding customer interactions, performance metrics, revenue goals.
Branch Relationship Banker
HSBC N.A
09.2008 - 08.2011
- Ensured compliance with bank policies and procedures, as well as applicable laws and regulations.
- Identified customer needs and provided appropriate banking solutions and services.
- Developed strong relationships with customers by providing excellent customer service while building a loyal client base.
Education
Executive -
WHARTON EXECUTIVE MGMT.
03-2017
Associate of Science -
ST. JOHNS UNIVERSITY
05-2003
Skills
- Financial Expertise
- Client Relationship Management
- Team Collaboration
- Leadership
- Effective Communication
- Critical Thinking
- Sales and Business Development
- Analytical and Problem-Solving Skills
- Regulatory Knowledge
- Time Management and Organization
Languages
Spanish
Professional
References
References available upon request.
Timeline
Wealth Relationship Manager
CitiGroup, N.A.
03.2014 - Current
Relationship Manager
Key Investment Services
09.2011 - 02.2014
Branch Relationship Banker
HSBC N.A
09.2008 - 08.2011
Executive -
WHARTON EXECUTIVE MGMT.
Associate of Science -
ST. JOHNS UNIVERSITY
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