Citi Private Bank - Hnw Investment Counselor jobs at Citi Group in United States, Miami
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United States
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Miami
18 jobs found
11.03.2025
CG
Citi Group SVP Private Banker - LATAM United States, Florida, Miami
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation...
Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation...
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending. Create sales and marketing strategies designed to generate revenue growth and to acquire...
Requirements: Requires a Bachelor’s degree (or foreign equivalent), in Economics, Political Science, Sustainable Business or related field and 5 years of progressively responsible, post baccalaureate experience as a Client Advisor,...
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
Provide complete service support to client, including solving complex client inquiries. Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Client/prospect...
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
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