- Citigroup (White Plains, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by… more
- Citigroup (Long Beach, CA)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to… more
- Citigroup (Getzville, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic ... Overview of Citi Citi , the world leading global...level position responsible for managing operation's project book of work , liaising with Technology, Business, Controls, and Operation partners.… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... About Citi : Citi , the leading global bank,...About Citi : Citi , the leading global bank, has approximately 200...foster an environment where the best people want to work . We value and demand respect for others, promote… more
- Citigroup (Los Angeles, CA)
- …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...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Citigroup (New York, NY)
- …approvals. In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor ... structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis,… more
- Citigroup (Palo Alto, CA)
- …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...and approaches in own field to directly impact the work of others and the results of the organization.… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... and approaches in own field to directly impact the work of others and the results of the organization....strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group… more
- Citigroup (San Francisco, CA)
- … needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly ... The Investment Counselor Principal is a strategic professional who...that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its… more
- Citigroup (Palo Alto, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... 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 (Atlanta, GA)
- **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. Private Bankers are able to add...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
- Citigroup (New York, NY)
- …client calling and prospecting amongst team members and sharing best practice. + Work with the Market Executive to achieve overall team revenues and growth ... reviews. + 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 (Los Angeles, CA)
- …Net Worth and Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and ... serve the entire continuum of wealth clients. Citi Global Wealth at Work ...and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor… 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 (Jacksonville, FL)
- …and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for ... is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly… more
- Citigroup (New York, NY)
- …Lead will report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions ... **About Citi Wealth ** Citi ...**About Citi Wealth ** Citi Wealth is...Wealth Planning professionals. The Investments Experience Lead will work across the Investment Solutions business to… more
- Citigroup (New York, NY)
- …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...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (Smithtown, NY)
- …productivity. + Partner across businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients ... The Wealth Regional Director is a senior leader within the US ...receive the One Citi experience by leveraging the depth of our offering across all our… more
