Client Service Sr Analyst - C12 Miami- Hybrid jobs at Citi Group in United States, Miami
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Job title (1)
United States
State
Miami
36 jobs found
19.12.2024
CG
Citi Group CPB Latam Client Service Officer United States, Florida, Miami
Service Maintenance and Contribute to Business Growth. Deliver wealth management services to CPB Latam clients with guidance from the Banker teams. Manage and execute client transactions with respect to business...
Responsibilities:. Develop sales plans and drive production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development 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...
Citibank, N.A. seeks a FP&A Lead Analyst for its Miami, FL location. Duties: Coordinate analysis and insight of Citi’s financial results in coordination with the broader Finance team. Contribute to...
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...
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,...
Develop sales plans and drive production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development and implement/execute...
Service Maintenance and Contribute to Business Growth. Deliver wealth management services to CPB Latam clients with guidance from the Banker teams. Manage and execute client transactions with respect to business...
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