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
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...
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,...
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...
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...
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...
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...
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....
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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