- Citigroup (San Francisco, CA)
- …and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi 's full suite of banking and wealth management solutions to our ... a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law … more
- Citigroup (San Francisco, CA)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... related to the technology or operations of the business. Work impacts an entire area, which eventually affects the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... opportunities to grow the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to… more
- Citigroup (San Francisco, CA)
- …Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is ... a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law … more
- Citigroup (San Francisco, CA)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... 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 (San Francisco, CA)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build… more
- Citigroup (San Francisco, CA)
- …The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals ... several tier one law and consulting firms. Wealth at Work 's services are now being...for Institutional Investments + Work with various Wealth product partners - Citi Investment Management,… more
- Citigroup (San Francisco, 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...a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law… more
- Citigroup (San Francisco, 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...a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law… more
- Citigroup (San Francisco, CA)
- … in California. The region is one of the largest and fastest growing within Citi Wealth with over 275 branches across California and Nevada with $500MM+ in ... productivity. + Partner across businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients… more
- Citigroup (San Lorenzo, CA)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (San Francisco, CA)
- …Consumer and Wealth business partners to deepen client relationships. + Work closely with the credit/risk team and Branches to facilitate loan closings, ... a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law … more
- Citigroup (San Francisco, CA)
- …experience working with KYC related processes and/or operations + Basic knowledge of the wealth management industry. + Strong Team work skills, as well as ... a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law … more
- Citigroup (San Francisco, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending ... a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law … more
- Citigroup (Oakland, CA)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the...on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to… more