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Family Office Principal - Latam jobs at Citi Group in United States, Miami
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United States
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Miami
7 jobs found
19.12.2024
CG
Citi Group CPB Latam Client Service Officer United States, Florida, Miami
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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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24.11.2024
CG
Citi Group Family Office Principal - LATAM United States, Florida, Miami
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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...
02.09.2024
CG
Citi Group TTS Fintech Sales Head - LATAM SVP United States, Florida, Miami
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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...
02.09.2024
CG
Citi Group LATAM Private Banker - Central America & Caribbean United States, Florida, Miami
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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...
17.07.2024
CG
Citi Group LATAM Private Banker - United States, Florida, Miami
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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...
25.06.2024
CG
Citi Group Private Banker Principal United States, Florida, Miami
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Requirements: Requires a High School diploma (or foreign equivalent) and 8 years of experience as a Senior Relationship Manager, or related position involving wealth management and asset management for a...
23.06.2024
CG
Citi Group Citi Trust CT Wealth Planner Principal - C15 Miami United States, Florida, Miami
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Estate, gift and income tax planning for non-US grantors with US beneficiaries. Investing in US situs assets through appropriate structures. Pre-immigration planning for clients/prospects moving to the US. Insurance planningQualifications:J.D....
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Description:Full job details
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...
These jobs might be a good fit
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