• Citi Wealth - UHNW

    Citigroup (Greenwich, CT)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (01/25/25)
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  • Citi Wealth / Private Bank…

    Citigroup (New York, NY)
    …and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, ... specialty, economic events and best practices within the industry. + Understand broader One Citi and Citi Private Bank product offerings including: trusts,… more
    Citigroup (03/04/25)
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  • Citi Private Bank - UHNW

    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 what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (01/28/25)
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  • Citi Private Bank - UHNW

    Citigroup (Miami, FL)
    …through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
    Citigroup (03/12/25)
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  • UHNW Private Banker SAFE Act

    Citigroup (West Palm Beach, FL)
    **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...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
    Citigroup (03/12/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (New York, NY)
    …high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at ... Citi Global Wealth brings together the...unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent… more
    Citigroup (01/30/25)
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  • Citi Wealth - Lending Advisor, West…

    Citigroup (San Francisco, CA)
    …our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing ... Citi Wealth Lending provides competitive borrowing...and excellence. + Create a strong partnership with the Citi Private Bank ("CPB") Banker teams to… more
    Citigroup (03/08/25)
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  • Head of Art Advisory, Citi Private

    Citigroup (New York, NY)
    Lead Citi Private Bank's global Art Advisory business, established in 1979 as one of the first art advisory services. For nearly 50 years, this unique service ... + Track record of business development and revenue growth + Understanding of wealth planning and private banking services **Job Family Group:** Private more
    Citigroup (02/15/25)
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  • Senior Wealth Management Relationship…

    Citigroup (New York, NY)
    Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for ... a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
    Citigroup (03/12/25)
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  • Private Banker Senior Lead, SVP

    Citigroup (Miami, FL)
    …Relationship Management, and Trading in Peru. 5 years of experience must include: Private Banking in UHNW Peruvian market; Target Client Acquisition and ... Citibank, NA seeks a/an Private Banker Senior Lead, SVP for its Miami,...relationship development; Wealth management for UHNW individuals: portfolio management,… more
    Citigroup (02/07/25)
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  • SVP Private Banker - LATAM

    Citigroup (Miami, FL)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (02/12/25)
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  • Capital Markets Sales Principal

    Citigroup (New York, NY)
    …FX, Commodities, etc. + Increase connectivity and engagement between Markets and Citi Wealth clients within Citi Private Bank, Wealth at Work ... Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on capital markets...demystify complex concepts and make them digestible to the UHNW and family office Private Bank client… more
    Citigroup (03/04/25)
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