Jobs
>
Lalande-de-Pomerol

    Private Banker Principal - Doral, FL, United States - Citi

    Citi
    Citi Doral, FL, United States

    2 weeks ago

    Citi background
    Description
    Citibank, N.A. seeks a Private Banker Principal for its Miami, Florida location.


    Duties:
    Identify ultra-high-net-worth prospects and establish contact with them to convert into clients. Develop a network of well-respected prospect referral pillars (i.e. law firms, tax experts, etc.) as referral sources to identify prospective clients within target market. Create and maintain diverse client list within target market, including across the Latin America (LATAM) region.

    Analyze and fully understand the broad array of products and services under the Citi umbrella to match these with the prospective clients' needs.

    Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Maintain full understanding of client goals and risk tolerance to ensure financial strategies are appropriate.

    Develop strategic goals for investment products within the traditional assets (bonds, equity, currencies, commodities, mutual funds) as well as alternatives (derivatives, hedge funds, private equity, real estate, and capital markets).

    Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. Prepare meetings that will be revenue generators involving the most suitable specialist team to be successful. Close financial deals, making concessions that are appropriate and in line with the fundamental interests. Ensure clients are presented with seamless execution of internal processes and Citigroup services.

    A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.



    Requirements:

    Requires a High School diploma (or foreign equivalent) and 8 years of experience as a Senior Relationship Manager, or related position involving wealth management and asset management for a global financial services institution.


    8 years of experience must include:

    International investment banking and international markets, with a particular focus on LATAM high net worth individuals; Conducting financial modeling and market analysis; Executing mergers and acquisitions, equity capital markets, debt capital markets and finance projects; Leveraging financial instruments including derivatives, options, and structured notes; Developing and implementing strategic investment plans for high-net-worth individuals and LATAM clients; Creating and maintaining an active client list and client relationships within target markets; Approving and disbursing credit lines; and Knowledge of local market dynamics and business practices across the LATAM region, including Argentina, Uruguay and Paraguay.

    Up to 30% international and domestic travel required. Applicants submit resumes at Please reference Job ID # EO Employer.


    Wage Range:
    $300,000 to $300,000


    Job Family Group:
    Private Client Coverage


    Job Family:
    Private Banker


    Job Family Group:

    Job Family:

    Time Type:
    Full time

    Primary Location:
    Miami Florida United States



    Primary Location Full Time Salary Range:

    In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

    Citi offers competitive employee benefits, including:
    medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

    Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

    For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.



    Anticipated Posting Close Date:
    Jun 28, 2024

    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


    Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities.

    If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

  • Citibank , N.A.

    Private Banker Principal

    2 weeks ago

    Citibank , N.A. Miami, United States

    Private Banker Principal for Citibank, N.A. (Miami, Florida) Identify ultra-high-net-worth prospects and establish contact with them to convert into clients. A telecommut/hybrd work sched may be permittd w/in a commutble distance from worksite in accrdnce w/ Citi policies & proto ...

  • Citigroup Inc

    Private Banker Principal

    1 week ago

    Citigroup Inc Miami, United States

    Citibank, N.A. seeks a Private Banker Principal for its Miami, Florida location. · Duties: Identify ultra-high-net-worth prospects and establish contact with them to convert into clients. Develop a network of well-respected prospect referral pillars (i.e. law firms, tax experts, ...

  • City National Bank of Florida

    International Banker

    2 weeks ago

    City National Bank of Florida Miami, United States

    The International Banker is responsible for building, managing, and retaining a portfolio of international affluent individuals, and entrepreneurs. The Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing ...

  • City National Bank

    International Banker

    3 weeks ago

    City National Bank Miami, United States

    Overview: · The International Banker is responsible for building, managing and retaining a portfolio of international affluent individuals, and entrepreneurs. The Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships from prospects ...

  • City National Bank

    Universal Banker Senior

    1 week ago

    City National Bank Miami, United States

    Overview: · The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing ...

  • City National Bank

    Conforming Mortgage Banker

    3 weeks ago

    City National Bank Miami, United States

    Overview: · The Conforming Mortgage Banker (CMB) is responsible for conforming mortgage loan production throughout the assigned market. Primary concentration and source of business is secondary conforming self-sourced mortgage business. Acts as an advisor to potential and existi ...

  • Interamerican Bank

    Commercial Loan Assistant

    1 week ago

    Interamerican Bank Miami, United States

    Interamerican Bank is seeking a Commercial Loan Assistant who will provide administrative and operational support to the commercial lending area of the bank. The Commercial Loan Assistant will provide customer service at the highest levels to customers, which will include perform ...

  • City National Bank

    Mortgage Banker

    2 weeks ago

    City National Bank Miami, United States

    Overview: · The Mortgage Banker is responsible for mortgage loan production throughout the assigned market. The primary source of business is self-sourced mortgage business. Acts as an advisor to potential and existing mortgage customers. Maximize production with referrals from ...

  • City National Bank

    Private Wealth Trust Officer

    3 weeks ago

    City National Bank Miami, United States

    Overview: · The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Manages the client relationship and/or administers the client account in order to create, expand and service trust department r ...

  • Fifth Third

    Commercial RM

    3 weeks ago

    Fifth Third Miami, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of ...

  • Fifth Third Bank, N.A.

    Commercial RM

    1 week ago

    Fifth Third Bank, N.A. Miami, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION · Responsible for profitable business development as well as monitoring the quality of ...

  • Fifth Third Bank, N.A.

    Commercial RM

    4 weeks ago

    Fifth Third Bank, N.A. Miami, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of an ...