Citi Trust Ct Wealth Planner Principal - C15 Miami 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
26 jobs found
29.05.2025
CG
Citi Group Supervisory Principal Cross-disciplinary Controls United States, Florida, Miami
Support the assessment the effectiveness of existing controls, identifying areas for improvement, and implementing necessary changes. Help drive and manage controls enhancements focused on increasing efficiency and reducing risk. Assist...
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
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...
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...
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...
Exposure to recon based applications such as TLM, Recon Portal, etc., this will be an added advantage. Strong computer skills with advanced knowledge of MS EXCEL. Strong Team Player. Strong...
Support the assessment the effectiveness of existing controls, identifying areas for improvement, and implementing necessary changes. Help drive and manage controls enhancements focused on increasing efficiency and reducing risk. Assist...
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