- 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)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)… more
- Citigroup (Fort Lauderdale, FL)
- …primary approvers. + Manage and maintain a portfolio of credit exposures to Citi 's North American Wealth clients + Assist with portfolio management activities, ... work experience in risk management with a large banking institution supporting Wealth portfolios + Strong understanding of credit risk analysis + Strong… 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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...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...client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are… 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 (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private ... reengineering, you will also have an opportunity to learn about Citi Wealth 's key businesses such as Banking, Lending, Investments and understand importance… 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 ... and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic… more
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