... role will be expected to: Function as the primary client contact and trusted investment advisor ... existing client relationships, local network and investment experience to introduce new ultra-high net ...

... Treasury and Trade Solutions (TTS) business enables client success by providing an integrated suite of cash ... building your network, we know that success can’t come without growth. Our programs equip you with the ...

... client’s life and business which have significant financial implications. Serve as a trusted advisor ... with client families that cross generations to establish long-term connections to the Citi Private Bank ...

... ; Client onboarding Know Your Customer ("KYC") and related procedures to ensure regulatory compliance of client base. Anticipate events in a client or prospect’s life that may have significant financial ...

... individual in this role will be expected to: Function as the primary client contact and trusted ... ) Leverage existing client relationships, local network and investment experience to introduce new ultra-high ...

... Citibank, N.A. seeks an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen client relationships and promote Citi’s unique wealth management products and services developed ...

... **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 ...

... client’s life and business which have significant financial implications. Serve as a trusted advisor ... with client families that cross generations to establish long-term connections to the Citi Private Bank ...

... to clients based on client profiling and suitability assessments Make securities recommendations ... client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure that KYC ...

... array of internal partners. Leverage existing client relationships, local network and investment ... investments with wealth planning and private banking services to optimize client service and cross-marketing ...