Citi Wealth - Investment Sales Services Sr jobs at Citi Group in United States, Miami
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United States
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Miami
22 jobs found
01.07.2024
CG
Citi Group Citi Wealth - Investment Sales Services Sr United States, Florida, Miami
The Investment Sales Assistant Sr. Analyst role is to provide a wide variety of service and support to Banking Teams, Investment Counselors and Product Specialists across Citi Private Bank. The...
Work on a summer long project to enhance the Wealth Business. Be exposed to a different areas within Wealth, including Banking, Investments, Lending and Wealth Planning. Partner with private bankers,...
Estate, gift and income tax planning for non-US grantors with US beneficiaries. Investing in US situs assets through appropriate structures. Pre-immigration planning for clients/prospects moving to the US. Insurance planningQualifications:J.D....
Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth. Responsible for conducting the annual review process, which entails...
Assisting in the marketing and sale of the IF Product range through preparation of materials and maintenance of databases. Assist in the preparation of EDAC and Greenlight memos (as applicable)....
Duties: Drive investment finance product innovation and define long term product direction with initial focus on refining product offering and internal support strategy for new lending products for Citi Private...
Partner with regional product and functional teams including COO, Risk, ORM, Finance, AIM, and Technology on product inventory updates, quarterly product risk assessments and periodic product reviews to:Support the overall...
The Investment Sales Assistant Sr. Analyst role is to provide a wide variety of service and support to Banking Teams, Investment Counselors and Product Specialists across Citi Private Bank. The...
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