- Citigroup (Jacksonville, FL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, Digital Wealth ... The Wealth Solutions Advisor SAFE Act position...referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of… more
- Citigroup (Boca Raton, FL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + Acquire new ... The Senior Wealth Advisor SAFE Act is a...consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University degree or… more
- Citigroup (Miami, FL)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. Private Bankers are able to add...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
- Citigroup (Tampa, FL)
- …reengineering, you will also have an opportunity to learn about Citi Wealth 's key businesses such as Deposits, Lending , Investments and understand importance ... The Citi Wealth Business provides services for...changing business landscape. **Responsibilities:** + Act as a trusted advisor to senior leadership and address high impact strategic… more
- Citigroup (Boca Raton, FL)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship ... The Wealth Relationship Manager SAFE Act is a seasoned...consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree… more
- Citigroup (Plantation, FL)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship ... The Wealth Relationship Manager SAFE Act is a seasoned...consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University degree or… more
- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more