Wealth Relationship Manager- Safe Act Doral jobs at Citi Group in United States, Miami
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United States
State
Miami
54 jobs found
14.04.2025
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...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Requirements: Requires a Bachelor’s degree, or foreign equivalent, in Business Administration, Finance, Accounting, Economics or related field and 6 years of progressive, post baccalaureate experience as a Credit Officer, Senior...
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)...
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...
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...
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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