- Citigroup (Miami, FL)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... process improvements. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and...+ Thoroughly understand and apply all Citi Private Bank policies and processes, and implement… more
- Citigroup (Miami, FL)
- The Family Office Group ("the Group") is a global strategic segment anchored within Citi Private Bank ("CPB"). The Group works in close partnership with ... wallet share and franchise cross-sell for the Family Office segment across Citi Private Bank . **KEY CONTRIBUTIONS AND TASKS** **:** **Overall:** The Family… more
- Citigroup (Miami, FL)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... Business Growth + Deliver wealth management services to CPB Latam clients with guidance from the Banker teams +...within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and… more