- Citigroup (Miami, FL)
- …to fully develop the lending opportunities with their clients. + The internal sales leader for Structured Lending and Margin credit offerings, liaising with the CPB ... Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is...inquires on Private Banking lending products. Participate in regional sales and product partner calls on regular basis. +… more
- Citigroup (North Miami Beach, FL)
- Citi Global Wealth brings together the full... Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (Miami, FL)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... The Investment Counselor Sr. Lead is a strategic professional...allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group… more
- Citigroup (Miami, FL)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (North Miami Beach, FL)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... mortgage lending and bank deposits and investments * Introduce Citi Wealth Teams (bankers, wealth ...Citi policies and procedures. **Job Family Group:** Consumer Sales **Job Family:** Consumer Product Sales **Time… 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...Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into… more
- Citigroup (Miami, FL)
- …for its Miami, Florida location. Duties: Deepen client relationships and promote Citi 's unique wealth management products and services developed specifically for ... client segments. Work closely with clients to provide a high level of sales and product experience, and support bankers in delivering quality financial solutions and… more