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Citi Wealth - Vp Portfolio Consultant jobs at Citi Group in United States, Miami
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Miami
14 jobs found
28.05.2025
CG
Citi Group VP Branch Manager Bayfront Miami FL United States, Florida, Miami
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Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
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13.05.2025
CG
Citi Group Vice President Associate Banker - Citi Private Bank Latin Am... United States, Florida, Miami
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Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments. Assist the Banker...
11.05.2025
CG
Citi Group VP Trilingual Client Service Officer - C13 Spanish Portugues... United States, Florida, Miami
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Client liaison for tax related matters,taking end to end ownership for client requests and queries. Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants. Establish and...
05.05.2025
CG
Citi Group Citi Wealth - VP Portfolio Consultant United States, Florida, Miami
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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...
04.05.2025
CG
Citi Group VP Bilingual Client Service Officer - C13 Spanish/English United States, Florida, Miami
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Delivery and governance of the Liquidity reporting infrastructure changes including external FR 2052a reporting/LCR/NSFR and internal stress metrics like RLAP, RLEN, RCEN reporting. Participates in implementation management for strategic initiatives,...
04.05.2025
CG
Citi Group Citi Private Bank - HNW Investment Counselor United States, Florida, Miami
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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...
20.04.2025
CG
Citi Group Wealth Relationship Manager SAFE Act - West Doral United States, Florida, Miami
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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...
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Description:Full job details
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
These jobs might be a good fit
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