Wealth - Summer Analyst Miami- Us jobs at Citi Group in United States, Miami
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United States
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Miami
35 jobs found
24.09.2024
CG
Citi Group Wealth - Summer Analyst Miami- US United States, Florida, Miami
Work on a summer long project to enhance the Wealth Business. Be exposed to a different areas within Wealth, including Banking, Investments, Lending and Wealth Planning. Partner with private bankers,...
Have a well rounded experience across our core products: Banking, Investments, Lending and Wealth PlanningPartner with private bankers, investment professionals and other product specialists to deliver tailored and robust client...
Project Management support of business risk and control oversight and other large global strategic initiatives. Management reporting of business intelligence and other key Investments initiatives. Data Collection and evaluation. Design...
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....
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)...
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to,...
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)...
Work on a summer long project to enhance the Wealth Business. Be exposed to a different areas within Wealth, including Banking, Investments, Lending and Wealth Planning. Partner with private bankers,...
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