- Citigroup (Paramus, NJ)
- Citi Global Wealth brings together the full... Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (San Francisco, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …+ Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored ... launch and execution + Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization + Produce and deliver reporting… more
- Citigroup (Miami, FL)
- …to fully develop the lending opportunities with their clients. + The internal sales leader for Structured Lending and Margin credit offerings, liaising with the CPB ... Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is...inquires on Private Banking lending products. Participate in regional sales and product partner calls on regular basis. +… more
- Citigroup (Beverly Hills, CA)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... The Investment Counselor Sr. Lead is a strategic professional...allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group… more
- Citigroup (Jacksonville, FL)
- …and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for ... is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly… more
- Citigroup (New York, NY)
- …The position will partner closely with all parts of Citi Global Wealth at Work including business heads, sales teams, business managers, product managers, ... Serve as a trusted advisor to Senior Leaders and Wealth Advisors across the Citi Wealth...Advanced Degree Preferred + 10+ years of work experience. Wealth Management, Investment Banking, Strategy/Management Consulting, or… more
- Citigroup (Sunnyvale, CA)
- Citi Global Wealth brings together the full... Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (New York, NY)
- **The Organization:** Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the ... world. Citi Global Wealth prides of its commitment...and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services,… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability ... within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering,… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... client profiling and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of solutions using… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and advisory basis for clients ... of Citi . With over $80 billion in assets under management...and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM… more
- Citigroup (New York, NY)
- Citi Global Wealth Investments Brokerage Fixed Income...Minimum of 10 years in a fixed income product, sales , or trading role preferably within a wealth ... guidance and execution services to Advisors and Clients of Citi Global Wealth Americas, with a specific...Specialist will work directly with internal Financial Advisors, Bankers, Investment Counselors, and their Clients to help them transact… more
- Citigroup (New York, NY)
- …or Wealth . Responsibilities + Define and lead the end-to-end Post Login digital sales strategy across Lending, Retail or Wealth products. + Lead and own the ... **VP, Digital Sales - Mobile and Online Banking Cross-Sell** Position...delivers a wide array of banking, payments, lending and investment services to individual consumers and small businesses. To… more
- Citigroup (Miami, FL)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (North Miami Beach, FL)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... mortgage lending and bank deposits and investments * Introduce Citi Wealth Teams (bankers, wealth ...Citi policies and procedures. **Job Family Group:** Consumer Sales **Job Family:** Consumer Product Sales **Time… more
- Citigroup (Chicago, IL)
- **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...Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into… more