• Wealth Relationship Manager

    Citigroup (Coral Springs, FL)
    The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
    Citigroup (10/23/24)
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  • Senior Wealth Advisor SAFE Act

    Citigroup (Boynton Beach, FL)
    …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
    Citigroup (01/04/25)
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  • VP, Branch Manager - Palm Beach Lakes…

    Citigroup (West Palm Beach, FL)
    The De Novo Branch Manager SAFE Act is a senior management professional responsible driving the growth of a new branch (De Novo) through proactive business ... grow balances, build customer loyalty, collaborate with key partners across Wealth , Lending, Business Banking and Community Engagement and recommend the development… more
    Citigroup (12/29/24)
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