- Raymond James Financial, Inc. (St. Petersburg, FL)
- …achievement and practical experience. As a forward-thinking risk leader, you'll transform Private Client and Asset Management Groups risk management into ... presents operational budgets for the Operational Risk and Privacy group . + Assists in leading risk and control consulting...development and execution of risk management activities within the Private Client and Asset Management Groups, loss… more
- Citigroup (Miami, FL)
- …63 and 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Miami, FL)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Citigroup (Miami, FL)
- …(or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the ...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (Miami, FL)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- Citigroup (Miami, FL)
- …Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Client Services Associate is a developing professional role.... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …plan. + Develops and maintains relationships with other business units, inclusive of Private Client Group , to help maintain the strategic partnership ... details on mortgage product and processes with all organizational levels, including Private Client Banking, Raymond James Bank, technology, legal, compliance,… more
- Citigroup (Miami, FL)
- …to acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Licensed Client Service Associate is a developing professional role...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …administrative and investment management services to trust clients + Work closely with the Private Client Group leaders to ensure we are delivering on ... with the trust company's goals, overseeing the management of client trust portfolios, conducting thorough market research, managing risk,...continuous improvement + Work closely with the Asset Management Group at RJ to ensure we are leveraging all… more
- Raymond James Financial, Inc. (FL)
- …+ Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed ... and timely manner + Provide guidance and mentoring to less-experienced peer group members **Knowledge, Skills, and Abilities** **Advanced knowledge of:** + Concepts,… more