- Citigroup (Miami, 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)
- …resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… 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