- 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 (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… 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 (New York, NY)
- 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 (Greenwich, CT)
- …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 (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... relationships with key partners throughout CPB and the wider Citi . They will be entrepreneurial and capable of bringing...advisory approach to account planning, focusing on the investment relationship in partnership with the Banker. + Arrange and… more
- Citigroup (New York, NY)
- …Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships ... a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth...experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad understanding of… more
- Citigroup (New York, NY)
- …responsible for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and operations. The ... client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These products and… more
- Citigroup (New York, NY)
- …Deposits & Treasury Management Sales Specialist, you will work closely with the Wealth at Work banking teams within designated coverage area to assist in generating ... solutions. This individual will be closely engaged with the Wealth at Work banking teams, as well as directly...Business Development Initiatives + Conduct banker portfolio and client relationship reviews to generate new business + Prepare and… more
- 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 has ... As the business' chief spokesperson, this role requires exceptional relationship -building abilities, executive presence, and the ability to translate complex… more
- Citigroup (New York, NY)
- …Securities Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank, Wealth at Work and Citigold.** + Responsible for ... for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance...role will be to support the **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** team with the… more
- Citigroup (New York, NY)
- Citi 's global footprint and ability to service clients holistically has positioned Citi to become an industry leader in Wealth . With an unwavering commitment ... to many of the world's most successful and influential individuals and families. The Citi Private Bank network of bankers and product specialists work in 50 offices… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
- Publicis Groupe (New York, NY)
- …This role is for a VP, Account Director that will lead the relationship with senior-level marketing clients within the Citi Global Brand organization ... in tandem with other business units that the agency manages for Citi including, Wealth Management, US Pesonal Banking, Sponsorships, Retail Services and CRM. The… more
- Citigroup (Greenburgh, NY)
- …customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the provider for lending and ... other financial solutions. This includes promoting Citi and its financial services to real estate agencies,...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
- Citigroup (New York, NY)
- …Banking Capital Markets and Advisory, Securities Services, Trade & Treasury Services, the Citi Commercial Bank and Global Wealth Management) Ability to leverage ... clients, market participants, and internal partners (Sales, Product, Transaction Relationship Management, Operations & Technology) to understand evolving client… more
- Citigroup (New York, NY)
- …solutions portion of our business while ensuring broad participation across all of Citi Wealth 's client segments. + Understand and discuss current and historical ... products through separately managed accounts and portfolio construction; these include Citi Investment Management (CIM) model and custom strategies, CIM Equity and… more
- Citigroup (New York, NY)
- …including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment ... Full Time Salary Range:** $61,280.00 - $85,520.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary and formulaic… more