• Citi Wealth - Lending

    Citigroup (Miami, FL)
    The Lending Advisor is a key member of the CPB team of specialists, acting as a proactive and responsive product advocate for credit. + Establish a reputation of ... and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. + The internal sales leader for Structured … more
    Citigroup (12/12/24)
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  • Senior Wealth Advisor SAFE Act

    Citigroup (Coral Gables, FL)
    …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across… more
    Citigroup (01/04/25)
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  • Wealth Relationship Manager- Safe ACT…

    Citigroup (Coral Gables, 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 (10/16/24)
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