Citi Wealth Work – Law Firm Group Associate Banker Avp/vp jobs at Citi Group in United States, New York
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736 jobs found
31.07.2024
CG
Citi Group Citi Wealth Work – Law Firm Group Associate Banker AVP/VP United States, New York, New York
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
Provide analytical support to the LFG Advisory Services Team. Be an integral part of the production of over 200 tailored comparative presentations throughout the year. Interface with LFG clients to...
Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group. Review and analyze financials during monthly close. Perform ad hoc...
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...
Responsible for leading the Law Firm Group business across all its offices and driving the execution against our strategy, goals and objectives within a strong control environment. Partner across the...
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...
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....
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
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