- Citigroup (Miami, FL)
- The Lending Advisor is a key member of the CPB team of specialists, acting as a proactive and responsive product advocate for credit. + Establish a reputation of ... and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. + The internal sales leader for Structured … more
- Citigroup (Boynton Beach, FL)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across… more
- Citigroup (Jacksonville, FL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, Digital Wealth ... The Wealth Solutions Advisor SAFE Act position...referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of… more
- Citigroup (Plantation, FL)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship ... The Wealth Relationship Manager SAFE Act is a seasoned...consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University degree or… more
- Citigroup (Miami, FL)
- …resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… more
- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more