Investment Counselor Lead - C13 Miami jobs at Citi Group in United States, Miami
Discover your perfect match with Expoint. Search for job opportunities as a Investment Counselor Lead - C13 Miami in United States, Miami and join the network of leading companies in the high tech industry, like Citi Group. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
Miami
24 jobs found
28.05.2025
CG
Citi Group FP & Lead Analyst United States, Florida, Miami
Requirements: Bachelor’s degree, or foreign equivalent, in International Business, Finance, Accounting, or a related field, and five (5) years of experience in the job offered or in a related finance...
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...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
Create the KYC Records in the KYC system sourcing information from internal and external sources by the agreed deadline. Proactively interact with stakeholders to update system with information until final...
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...
Exposure to recon based applications such as TLM, Recon Portal, etc., this will be an added advantage. Strong computer skills with advanced knowledge of MS EXCEL. Strong Team Player. Strong...
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,...
Requirements: Bachelor’s degree, or foreign equivalent, in International Business, Finance, Accounting, or a related field, and five (5) years of experience in the job offered or in a related finance...
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Investment Counselor Lead - C13 Miami opportunities at Citi Group in United States, Miami. Whether you're seeking a new challenge or looking to work with a specific organization in a specific role, Expoint makes it easy to find your perfect job match. Connect with top companies in your desired area and advance your career in the high tech field. Sign up today and take the next step in your career journey with Expoint.