Citi Private Bank Latam Client Service Officer - Avp jobs at Citi Group in United States, Miami
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Company (1)
Job type
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Job title (1)
United States
State
Miami
28 jobs found
27.05.2025
CG
Citi Group Family Office Principal - LATAM United States, Florida, Miami
Supporting existing coverage teams in the sale of core Wealth products where suitable and appropriate. Coordinate the sales of Direct Private Investing (“DPI”) to the segment. Deal origination is delivered...
Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients. Strengthen private banking relationships by providing efficient...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments. Assist the Banker...
Client liaison for tax related matters,taking end to end ownership for client requests and queries. Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants. Establish and...
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...
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...
Supporting existing coverage teams in the sale of core Wealth products where suitable and appropriate. Coordinate the sales of Direct Private Investing (“DPI”) to the segment. Deal origination is delivered...
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