- Citigroup (Chicago, IL)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work -flow for the area or function. Integrates subject matter...to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (New York, NY)
- … wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools… more
- Citigroup (Paramus, NJ)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Citigroup (Tampa, FL)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory ... This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations,… more
- Citigroup (Short Hills, NJ)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... 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 (San Francisco, CA)
- …trusting, productive relationships with key partners throughout CPB and the wider Citi .They will be entrepreneurial and capable of bringing in new clients/investmnt ... the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not...advisory approach to account planning, focusing on the investment relationship in partnership with the Banker + Arrange and… more
- Citigroup (Beverly Hills, CA)
- As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will work closely with Private Banker teams within your designated coverage ... existing private bank client relationships + Conduct banker portfolio and client relationship reviews to generate new business + Prepare and present competitor… more
- Citigroup (Florence, KY)
- …a Citi Common Controls Testing Team Leader within the USPB- Wealth -Common Control Testing Utility and is an execution-oriented individual contributor position ... The Citi Common Controls Testing Team is responsible for...fail to maintain these standards. + Support other relevant work effort of department where needed and as directed… more
- Citigroup (New York, NY)
- …with the marketing, delivery and servicing of the Escrow Agent Product to Citi Wealth clients nationwide. + Negotiate escrow agreements for new transactions, ... include (but are not limited to) the following:** + Work closely with all members of the Escrow Team...adhering closely to Citi legal requirements and client timeframes. Understand and minimize… more
- Citigroup (Florence, KY)
- …a Citi Common Controls Testing Team Leader, within the USPB- Wealth -Common Control Testing Utility; and is an execution-oriented individual contributor position ... The Citi Common Controls Testing Team is responsible for...fail to maintain these standards. + Support other relevant work efforts of the department where needed and as… more
- Citigroup (Jacksonville, FL)
- …Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth at Work . This position reports to the ... 's Wealth Product and Operations departments. The Citi Wealth business delivers a comprehensive ...fail to maintain these standards. + Support other relevant work efforts of the department where needed and as… more
- Citigroup (New York, NY)
- …and more seamlessly deliver relevant product expertise and 2) Strategic alignment of Citi Wealth 's client-facing resources with global wealth creation trends ... This will be achieved by 1) Systematic collaboration across Citi 's Banking and Wealth divisions globally, to...+ Excellent project management skills + Proven ability to work in a team of diverse skill sets and… more
- Citigroup (Beverly Hills, CA)
- …continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments ... your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's... wealth management in the workplace through Global Wealth at Work . We also have leading… more
- Citigroup (San Rafael, CA)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Citigroup (New York, NY)
- …+ Serve as a trusted advisor to Senior Leaders and Wealth Advisors across the Citi Wealth at Work business + Partner with Business and Group Heads to ... Productivity** **'** is critical to the success of the Citi 's Global Wealth at Work ...educational modules to drive consistency and excellence across all relationship management and support activities + Construct financial models… more
- Citigroup (New York, NY)
- …Testing Utility is responsible for the testing of controls designed and owned by the Citi 's Wealth Segments businesses. This position reports to the Wealth ... accountable for driving controls testing performance and improvement initiatives. The Wealth Client Segments Performance Initiatives Leader is a subject matter… more
- Citigroup (Chicago, IL)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate strategy… more