Senior Wealth Advisor Safe Act - Miami jobs at Citi Group in United States, Miami Beach
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United States
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Miami Beach
30 jobs found
28.04.2025
CG
Citi Group Personal Banker SAFE Act- Bilingual English/Spanish United States, Florida, Miami
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 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)...
Requirements: Bachelor’s degree, or foreign equivalent, in Economics, Business, Accounting, and six (6) years of experience in the job offered, or in a related occupation in the Financial Services industry....
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,...
Duties: Implement governance enhancements across Citi Latin America. Leverage knowledge of Latin America risk, control, and governance processes as well as an understanding of Latin America industry and regulatory standards...
Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation...
Support the assessment the effectiveness of existing controls, identifying areas for improvement, and implementing necessary changes. Help drive and manage controls enhancements focused on increasing efficiency and reducing risk. Assist...
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)...
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