- Citigroup (Huntington, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail… more
- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. ? Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . Help team… more
- Citigroup (Irving, TX)
- …investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that ... About Citi : Citi , the leading global bank , has...across Container products and Secrets products, across Public and Private Cloud, as well as Cloud native specific products… more
- Citigroup (New York, NY)
- … Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Citi Wealth is a leading provider...+ Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker...maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively… more
- Citigroup (New York, NY)
- …spanning client and advisor-facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank , and Wealth at Work). + Define ... minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi … more
- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...strong relationships and partners with support functions across the Citi Private Bank to maintain… more
- Citigroup (Palo Alto, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- …of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (Atlanta, GA)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... ** Private Bankers at Citi develop and...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (San Francisco, CA)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (Los Angeles, CA)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… more
- Citigroup (Palo Alto, CA)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and… more
- Citigroup (New York, NY)
- …Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement ... Citi Wealth Planner** The ...problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth… more
- Citigroup (New York, NY)
- …of Citi Private Bank 's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic ... preferred._ + _University Degree. Master's degree preferred._ **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (New York, NY)
- **About Citi Wealth ** Citi Wealth is... Client, International Private Bank and Citi Private Bank brands. **Job Description:** The ... Citi can offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global footprint in Asia, Europe, Mexico,… more
- Citigroup (Smithtown, NY)
- …+ Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ensure that our clients receive ... person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct...the One Citi experience by leveraging the depth of our offering… more
- Citigroup (San Francisco, CA)
- …heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank , Commercial Bank , and Capital Markets. + Represents Citi at industry conferences and lead ... The Wealth Group Executive is accountable for management of...between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between… more
- Citigroup (New York, NY)
- …+ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)… more
