- Citigroup (Miami, FL)
- …record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job ... **Private Bankers at Citi develop and deepen client relationships in order...client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add… more
- Citigroup (Boca Raton, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (Plantation, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for providing… more
- Citigroup (Jacksonville, FL)
- …adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for providing ... prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly articulate… 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 ... planning expertise in support of the Private Banking and Wealth Management (PBWM) Data operational model in order improve...improve the integrity and quality of data used across Citi 's franchise processes. The USPB Project Manager will be… more
- Citigroup (Miami, FL)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
- Citigroup (Tampa, FL)
- About Citi : Citi , the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. ... Citi provides consumers, corporations, governments, and institutions with a...corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and… more
- Citigroup (Miami, FL)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more