Wealth - Summer Analyst Miami- Us jobs at Citi Group in United States, Miami
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Job type
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Job title (1)
United States
State
Miami
26 jobs found
28.05.2025
CG
Citi Group FP & Lead Analyst United States, Florida, Miami
Requirements: Bachelor’s degree, or foreign equivalent, in International Business, Finance, Accounting, or a related field, and five (5) years of experience in the job offered or in a related finance...
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
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...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
Create the KYC Records in the KYC system sourcing information from internal and external sources by the agreed deadline. Proactively interact with stakeholders to update system with information until final...
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...
Exposure to recon based applications such as TLM, Recon Portal, etc., this will be an added advantage. Strong computer skills with advanced knowledge of MS EXCEL. Strong Team Player. Strong...
Requirements: Bachelor’s degree, or foreign equivalent, in International Business, Finance, Accounting, or a related field, and five (5) years of experience in the job offered or in a related finance...
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