Private Banker Principal jobs at Citi Group in United States, Miami
Discover your perfect match with Expoint. Search for job opportunities as a Private Banker Principal in United States, Miami and join the network of leading companies in the high tech industry, like Citi Group. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
Miami
6 jobs found
25.06.2024
CG
Citi Group Private Banker Principal United States, Florida, Miami
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...
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...
Execute and implement firm-wide AML risk management policy and strategic direction. Maintain AML compliance program for the business including assessment of risks and the development of policies, procedures, and governance....
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....
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.). Act as a subject matter expert...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
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...
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Private Banker Principal opportunities at Citi Group in United States, Miami. Whether you're seeking a new challenge or looking to work with a specific organization in a specific role, Expoint makes it easy to find your perfect job match. Connect with top companies in your desired area and advance your career in the high tech field. Sign up today and take the next step in your career journey with Expoint.