Wealth Trainer jobs at Citi Group in United States, Jacksonville
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Jacksonville
14 jobs found
11.05.2025
CG
Citi Group Head Deposit Lending Trust Wealth Domain - Production Manage... United States, Florida, Jacksonville
Applies in-depth understanding of concepts and procedures within own area and basic knowledge of other areas to resolve issues that have impact beyond own area. Establishes strategic plans for function....
Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible...
Work directly with business, functions and technology units and relevant stakeholders to facilitate/ perform Citi’s IS risk assessment and risk management processes in order to protect information assets. Work with...
Coordinate and execute the end to end of the operative / administrative activities related with Wealth. Leads program execution activities regarding logistics (virtual/in person), LMS operations and administration (course creation/roster...
Perform moderately complex audits including drafting audit reports, presenting issues to the business, and discussing practical solutions. Draft audit reports and present issues to the business while discussing practical cross-functional...
Answer incoming calls from internal partners and function as SME/point of contact for complex product related procedural / process related questions & escalations. Addresses procedural / process related questions and...
Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling...
Applies in-depth understanding of concepts and procedures within own area and basic knowledge of other areas to resolve issues that have impact beyond own area. Establishes strategic plans for function....
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