- Citigroup (Miami, FL)
- The Lending Advisor is a key member of the CPB team of specialists, acting as a proactive and responsive product advocate for credit. + Establish a reputation of ... and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. + The internal sales leader for Structured … more
- Citigroup (Paramus, NJ)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across… 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 Rafael, 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...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- Citigroup (Jacksonville, FL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, Digital Wealth ... The Wealth Solutions Advisor SAFE Act position...referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of… more
- Citigroup (River Forest, IL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + Acquire new ... The Senior Wealth Advisor SAFE Act is a...consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University degree or… more
- Citigroup (Beverly Hills, CA)
- …resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… 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 takes pride of its...firms and attorneys. From banking and cash management to lending , investment strategies, trust, and wealth advisory… 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...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
- Citigroup (Irving, TX)
- …services, and wealth management. Our core activities are safeguarding assets, lending money, making payments, and accessing the capital markets on behalf of our ... Citi is a leading global bank with approximately...rapport and being viewed as a trusted risk resource/ advisor while maintaining and protecting the integrity of an… more