Citi Global Wealth Investments - Investment Counselor jobs at Citi Group in United States, San Francisco
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United States
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San Francisco
21 jobs found
25.06.2024
CG
Citi Group Citi Global Wealth Investments - Investment Counselor United States, California, San Francisco
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...
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...
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 -...
Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans. Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals. Conduct economic/financial...
We provide you with the knowledge and skills you need to succeed.We're committed to teaching you the ropes. The 1st year Associate Program starts in July and begins with a...
Maintain revenue pipeline, new business mandates, client opportunities, and tracking of other client strategic initiatives. Manage client target market and conduct market share analysis. Conduct revenue analysis, manage and prepare...
Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans. Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals. Conduct economic/financial...
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...
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