Wealth Group Executive - South jobs at Citi Group in United States, Miami
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United States
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Miami
19 jobs found
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CG
Citi Group Senior Wealth Advisor SAFE Act - Miami United States, Florida, Miami Beach
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of...
Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization. Provide sales assistance by designing and implementing process improvements. Support new products, promotions, and...
Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level. Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and...
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,...
Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth. Responsible for conducting the annual review process, which entails...
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...
Duties: Drive investment finance product innovation and define long term product direction with initial focus on refining product offering and internal support strategy for new lending products for Citi Private...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of...
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