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Citi Wealth - Vp Portfolio Consultant jobs at Citi Group in United States, Miami

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United States
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Miami
11 jobs found
05.05.2025
CG

Citi Group Citi Wealth - VP Portfolio Consultant United States, Florida, Miami

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Description:
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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04.05.2025
CG

Citi Group VP Bilingual Client Service Officer - C13 Spanish/English United States, Florida, Miami

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Description:
Delivery and governance of the Liquidity reporting infrastructure changes including external FR 2052a reporting/LCR/NSFR and internal stress metrics like RLAP, RLEN, RCEN reporting. Participates in implementation management for strategic initiatives,...
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04.05.2025
CG

Citi Group Citi Private Bank - HNW Investment Counselor United States, Florida, Miami

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Description:
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...
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20.04.2025
CG

Citi Group Wealth Relationship Manager SAFE Act - West Doral United States, Florida, Miami

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Description:
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
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15.04.2025
CG

Citi Group Vice President Associate Banker - Citi Private Bank Latin Am... United States, Florida, Miami

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Description:
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...
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14.04.2025
CG

Citi Group Senior Wealth Advisor SAFE Act - Miami United States, Florida, Miami Beach

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Description:
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of...
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13.04.2025
CG

Citi Group Wealth Relationship Manager- SAFE ACT Doral United States, Florida, Miami

Limitless High-tech career opportunities - Expoint
Description:
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Full job details
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Citi Wealth - Vp Portfolio Consultant opportunities at Citi Group in United States, Miami. 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.