- Citigroup (Miami, FL)
- Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients Citi Global Wealth at Work is a partner to ... problems and develop innovative solutions. + In-depth knowledge of investment products, wealth planning, and client relationship management. + Proven ability to… more
- 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 Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (Miami, FL)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (Miami, FL)
- …+ Calibrate with senior colleagues and leaders to align business plans with Wealth at Work's objectives. **Client Relationship Management** + Prioritize client ... a Managing Director role and is part of the Wealth at Work leadership team. The ideal candidate is... at Work products and services, effectively communicating the " Citi " value proposition. + Foster a high-performance and client-centric… more
- Citigroup (Fort Lauderdale, FL)
- …Credit Risk Manager is a senior management-level position responsible for managing a Citi Global Wealth credit portfolio within an assigned geographic scope ... + Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio of the assigned geographic scope… 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 (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 (Boca Raton, 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 (Boca Raton, FL)
- …customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the provider for lending and ... other financial solutions. This includes promoting Citi and its financial services to real estate agencies,...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
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