Country Risk Limits Senior Officer - Svp jobs at Citi Group in United States, Miami
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Job title (1)
United States
State
Miami
29 jobs found
07.04.2025
CG
Citi Group Senior Wealth Advisor SAFE Act - Miami United States, Florida, Miami Beach
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...
Client liaison for tax related matters,taking end to end ownership for client requests and queries. Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants. Establish 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...
Support the set up of this new team to take ownership of client tax related matters. Client liaison for tax related matters,taking end to end ownership for client requests and...
Support the Team Leads to build a new Client Tax Service Team, playing a strategic role in the implementation and development of the team. Identify process risks and establish controls...
Requirements: Requires a Bachelor’s degree, or foreign equivalent, in Business Administration, Finance, Accounting, Economics or related field and 6 years of progressive, post baccalaureate experience as a Credit Officer, Senior...
Requirements: Requires a Bachelor’s degree (or foreign equivalent), in Economics, Political Science, Sustainable Business or related field and 5 years of progressively responsible, post baccalaureate experience as a Client Advisor,...
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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