Wealth Solutions Advisor - O'fallon Mo / Jacksonville Fl San Antonio Tx jobs at Citi Group in United States, Jacksonville
Discover your perfect match with Expoint. Search for job opportunities as a Wealth Solutions Advisor - O'fallon Mo / Jacksonville Fl San Antonio Tx in United States, Jacksonville and join the network of leading companies in the high tech industry, like Citi Group. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
Jacksonville
84 jobs found
01.04.2025
CG
Citi Group Registered Wealth Service Associate United States, Florida, Jacksonville
Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible...
Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling...
Answer incoming calls from internal partners and function as SME/point of contact for complex product related procedural / process related questions & escalations. Addresses procedural / process related questions and...
Lead and manage Credit Line increase campaigns across all Branded Cards products with multiple high-priority strategic, executional, and transformational initiatives tied to Credit Line Increase (CLI). Collaborate on creative strategy...
Coordinate and execute the end to end of the operative / administrative activities related with Markets, Services & Wealth. Leads program execution activities regarding logistics (virtual/in person), LMS operations and...
Contributes to the design, roll-out and governance of financial solutions, including:. Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products,...
Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling...
Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible...
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Wealth Solutions Advisor - O'fallon Mo / Jacksonville Fl San Antonio Tx opportunities at Citi Group in United States, Jacksonville. Whether you're seeking a new challenge or looking to work with a specific organization in a specific role, Expoint makes it easy to find your perfect job match. Connect with top companies in your desired area and advance your career in the high tech field. Sign up today and take the next step in your career journey with Expoint.