- Citigroup (Miami, FL)
- …**Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from ... new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB...docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale… more
- Wounded Warrior Project (Jacksonville, FL)
- …(remote), or comparable surrounding areas. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The Major Gifts ... Specialist stewards a portfolio of major gift donors and...+ Ensure portfolio is properly balanced for effective moves management . + Track communications within Salesforce CRM to ensure… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value ... investment strategies in a way that is easily understood ** Relationship Management ** + Serve as the client's...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more