- Citigroup (Miami, FL)
- …also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance levels, and periodically ... sales during new product launches. A PC will also work closely with their assigned Financial Advisors...Global Investment Committee views to the field and to Citi Global Wealth clients. + Work… more
- Citigroup (Miami, FL)
- …advice on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients + Manage client ... **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 (Tampa, FL)
- The Citi Wealth Business provides services for...Work , as well as drive strategy across the Wealth program for operations. You will closely liaise with ... and implement process re-engineering changes, technology platform changes, and work on new and emerging technologies. In this role,...you will also have an opportunity to learn about Citi Wealth 's key businesses such as Deposits,… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for...Work , as well as drive strategy across the Wealth program for operations. You will closely liaise with ... and implement process re-engineering changes, technology platform changes, and work on new and emerging technologies. In this role,...you will also have an opportunity to learn about Citi Wealth 's key businesses such as Deposits,… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ... contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi… 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 Client ... Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational...you will also have an opportunity to learn about Citi Wealth 's key businesses such as Banking,… 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 ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +… more
- Citigroup (Jacksonville, FL)
- …within financial services (banking, insurance, investments) preferred. + Prior work experience in a related job that would provide a comprehensive understanding ... The Registered Wealth Investment Service Associate is a Client Service...to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for… 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 techniques ... and the improvement of processes and work -flow for the area or function. Integrates subject matter...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… 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 techniques ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more