- Citigroup (Miami, FL)
- …net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at ... business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its… 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 (Fort Lauderdale, FL)
- …of the risks. Focus on understanding the client's financial strength, investment objectives, risk tolerance, investment /collateral portfolio characteristics, etc ... Manage and maintain a portfolio of credit exposures to Citi 's North American Wealth clients + Assist with portfolio...of collateral analysis + Ability to work within the bank 's Credit Risk Management framework, policies and procedures +… 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 ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… 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 ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… 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...fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and… 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, ... issue refunds within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and… 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 ... Lead for its Miami, FL location. Duties: Market and sell a full Investment Finance lending product range, including calling clients, visiting, and planning accounts… more
- Citigroup (Boca Raton, FL)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Citigroup (Tampa, FL)
- **Come, work with us!** Citi , the world leading global bank , has approximately 200 million customer accounts and a presence in more than 160 countries and ... jurisdictions worldwide. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including… more