- Citigroup (New York, NY)
- …Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Citigroup (Paramus, NJ)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … 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 ... constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal,… 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 (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 (Chicago, IL)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… 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 (Jacksonville, FL)
- …and owned by Citi 's Wealth Product and Operations departments. The Citi Wealth business delivers a comprehensive wealth solution to clients across ... Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and...tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi … 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 ... create Wealth . This will be achieved by 1) Systematic collaboration across Citi 's Banking and Wealth divisions globally, to identify corporate clients with a… more
- Citigroup (San Rafael, CA)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (Jersey City, NJ)
- …directional strategy by considering their application in own job and the business. The Citi Wealth business delivers a comprehensive wealth solution to ... testing of controls that are designed and owned by Citi 's Wealth departments. The Business Risk Officer...Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client 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... is looking for Summer Analysts to join the Wealth Summer Analyst Program. Wealth is unified… more
- Citigroup (New York, NY)
- …the organization. **Key Responsibilities:** + Serve as a trusted advisor to Senior Leaders and Wealth Advisors across the Citi Wealth at Work business + ... Productivity** **'** is critical to the success of the Citi 's Global Wealth at Work business. This...educational modules to drive consistency and excellence across all relationship management and support activities + Construct financial models… more
- Citigroup (New York, NY)
- …Utility is responsible for the testing of controls designed and owned by the Citi 's Wealth Segments (ie, client-facing) businesses. This position reports to the ... Wealth Client Segments Control Testing Lead, within the USPB-...executing CDA checklist/procedures for controls and recording results in Citi Risk & Control (CRC). + Owns significant portions… 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 (Tampa, FL)
- …+ Responsible for IPB Associates with direct managerial oversight of the Advisors, Wealth Relationship Managers, and other functions. + Build, lead, manage and ... The IPB Wealth Solutions Advisory Manager accomplishes results through the...are being met and a strategy that builds on Citi and the franchise in National Investment Center. Requires… more
- Citigroup (Irving, TX)
- The Wealth Automation Initiatives Leader is a subject matter expert on data-based control testing digitization and automation techniques with great familiarity with ... around data management and data analytics. This position reports to the Wealth Controls Testing Head within the USPB- Wealth -Common Control Testing Utility… 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