Cpb Latam Client Service Officer jobs at Citi Group in United States, Miami
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United States
State
Miami
14 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...
Be familiarized with the characteristics of the 2 Citi Mexican Banks and clearly understand Citi risk appetite for Mexico. Involved in the definition of overall limits and in the segregation...
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...
Supporting existing coverage teams in the sale of core Wealth products where suitable and appropriate. Coordinate the sales of Direct Private Investing (“DPI”) to the segment. Deal origination is delivered...
Responsible for risk reporting and analysis for Citi Treasury, working closely with the Treasury Portfolio Managers, Treasury Risk Managers, and Treasury Finance and O&T. Partners with members of Treasury, Risk...
Execute sales strategy for the geography covered in conjunction with regional and country partners. Work closely with other Sales Region heads on multinational Clients. Portfolio Management and Optimization: Develop deep...
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...
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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