- Citigroup (Miami, FL)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup (Miami, FL)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... ** Private Bankers at Citi develop and...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (Miami, FL)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (Miami, FL)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and implement changes… more
- Citigroup (Miami, FL)
- …border requirements and offshore conduct rules. Define and negotiate with the clients and Citi Private Bank credit approvers, the credit structure of the ... calling clients, visiting, and planning accounts in partnership with Private Bankers covering Latin American clients. Responsible for appropriate transaction… more
- Citigroup (Miami, FL)
- …interaction with other functions or businesses. **Responsibilities:** + Responsible for driving Citi Private Bank Latam strategic priorities and initiatives ... demonstrating particular consideration for the firm's reputation and safeguarding Citi , its clients and assets, by driving compliance with...possess vision and passion for the transformation of the private bank business, with high energy +… more
- Citigroup (Fort Lauderdale, FL)
- …Acceptance Criteria + Full loan underwriting with appropriate risk return characteristics of Citi Private Bank 's standard product range, ensuring appropriate ... credit officer + Strong knowledge of Citibank's Credit Policies, Product Programs and Citi Policies + An in depth knowledge and understanding of Financial Analysis… more
- Citigroup (Miami, FL)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... **HNW Private Bankers at Citi develop and...**HNW Private Bankers at Citi develop and deepen client relationships in order...fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and… more
- Citigroup (Jacksonville, FL)
- …the types of work performed. Other job-related duties may be assigned as required **About Citi ** Citi , the leading global bank , has approximately 200 million ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value… more
- Citigroup (Tampa, FL)
- Data is one of Citi 's most critical assets, and the quality and management of Citi 's data assets is integral to delivering a remarkable customer experience and ... meeting the bank 's objectives. The US Personal Banking (USPB) Enterprise Data...project management and planning expertise in support of the Private Banking and Wealth Management (PBWM) Data operational model… more