- Citigroup (Miami, FL)
- …wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth ... segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading… 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 ... opportunity to learn about Citi Wealth's key businesses such as Deposits, Lending , Investments and understand importance of KYC, Client Onboarding and Client… more
- Citigroup (Miami, 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...limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new clients through converting… more
- JPMorgan Chase (Miami, FL)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will...a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit and cash… more