- 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... Citi Global Wealth brings together the full power of ...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… 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...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… 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 full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… 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...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… 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...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... 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)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (Short Hills, NJ)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to...that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding… more
- Citigroup (Chicago, IL)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... 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 (New York, NY)
- …who closely follows the latest trends in the law firm industry, and leverages Citi 's proprietary database of law firm financial data to advise LFG's clients ... on legal industry trends, firm performance and their financial strategy. Deep knowledge of the law firm industry and excellent oral and written communication and… more
- Citigroup (San Francisco, CA)
- …to stay current on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting code of conduct, which (1) ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and… 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...and by monitoring and communicating changes in the client's financial condition as well as industry and economic trends… more
- Citigroup (New York, NY)
- …strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients + Provide informal guidance or on-the-job training to new team ... set of solutions + Contribute to achievement of acquisition targets, product financial performance, revenue performance, and expense management goals as well as… more
- Citigroup (Miami, FL)
- …+ 10+ years of UHNW lending experience + Strong and proven analytical, financial structuring and execution skills + Strong marketing and sales skills + Good ... knowledge of financial markets, investments, banking and loan products + ...(written and verbal) and interpersonal skills + Ability to work under pressure to tight deadlines + Good negotiation… 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 ... with the overall banking & custody team, product partners and colleagues throughout Citi **Qualifications:** + Possess a minimum of 10 years of treasury management,… 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 full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (New York, NY)
- …Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth at Work , and Citigold). **Job Description** This is a senior ... capital and liquidity metrics that may impact USPB and Wealth + Driving thought leadership on financial ...to manage multiple deliverables at once + Experience with Citi 's financial systems and financial … 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...team headcount, budget, real estate portfolio and forward growth financial projections. + Partner with Wealth COO… 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...see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors,… more
- Citigroup (New York, NY)
- …Citi 's go-to-market approaches in Wealth Management - Citi Private Bank, Citi Wealth at Work , and Citigold. It serves over 500,000 clients through ... Citi Wealth is a Division of...around program and project management. The successful individual will work with other member of the COO function -… more