Wealth National Client Onboarding Specialist - Miami Fl jobs at Citi Group in United States, Miami
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Job title (1)
United States
State
Miami
29 jobs found
28.05.2025
CG
Citi Group VP Branch Manager Bayfront Miami FL United States, Florida, Miami
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...
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...
Client liaison for tax related matters,taking end to end ownership for client requests and queries. Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants. Establish and...
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...
Welcome assigned leads/prospects and introduce them to the Citi platform by walking them through US value propositions, always adhering to highly professional and ethical standards.CSAshould advice client on the best...
Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams. Manage and execute client transactions with respect to business and individual banking, credit and investment...
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...
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