- 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 ... business (net worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...of Work, as well as drive strategy across the Wealth program for operations. You will closely liaise with… more
- Truist (Miami, FL)
- …(United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a ... book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms....deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned… 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 ... business (net worth of ~$200k v. $1mm). The Wealth Operations organization are looking to harmonize their processes...of Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational… 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 ability ... planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers. + Responsibly and… 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 ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new… 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 ... : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… 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 ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Fort Lauderdale, FL)
- …Full loan underwriting with appropriate risk return characteristics of Citi Private Bank's standard product range, ensuring appropriate compliance with Credit Policy ... and Risk Acceptance standards + Preparation of Credit Applications ensuring accuracy and completeness of data + Financial Analysis including cash flow statements + Collateral Evaluation covering Marketable Securities, Property and other asset classes +… more
- Truist (Tampa, FL)
- …regulatory requirements pertaining to oversight. + Principal Review of Alternative/ Private Investment transactions. Manage ticket submission queue and related ... workflow. Ensure tickets submitted are being reviewed and reconciled prior to order period deadlines. + Perform escalated review of complex transactions identified by the Supervision Team. + Electronic Correspondence/Social Media Review of direct reports and… more
- JPMorgan Chase (Miami, FL)
- International Private Bank - Private Banker - Vice President We are actively looking for exceptionally talented individuals who are collaborative, confident and ... motivated to provide a first-class experience to clients within JP Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to… more