- Citigroup (Paramus, NJ)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... Citi Global Wealth brings together the...advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to … 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 ... person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk...and the finesse to work with industry leaders and senior executives. + Capability to contribute to both the… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the ... 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)
- 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 (Jersey City, NJ)
- …technical approaches and strategies for the area. This role will support the Citi Wealth Controls team responsible for the Issue Management Program including ... and timely identification, management, and oversight of issues across Citi Wealth in line with firm requirements....the business. *Report and/or escalate to issue owners and Wealth senior management, including relevant governance forums,… more
- Citigroup (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... 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 ... that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of...relationships with key partners throughout CPB and the wider Citi . They will be entrepreneurial and capable of bringing… more
- Citigroup (New York, NY)
- …for Proposal (RFP) Writer works with the Head of RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, ... Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm. + Strong attention… more
- Citigroup (New York, NY)
- …base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership ... with senior team members to deliver investment solutions. + Help...on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... highest ethical standards and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of… more
- Citigroup (New York, NY)
- Wealth is a Division of Citi ...other 3rd LoD findings remediation SPECIFIC CREDIT EXPERIENCE + Senior Credit Officer Level 1 or 2 approval authority ... focused on serving the needs of clients across the entire wealth spectrum. It serves over 500,000 clients through its global footprint in Asia, EMEA, Latin America,… more
- Citigroup (New York, NY)
- …innovation in overall product analysis, design, development, and production support for the Wealth business. Citi Global Wealth is a leading provider ... worth and ultrahigh net worth clients around the world. Citi Global Wealth prides itself on its...and Delivers Results. The ideal candidate will be a senior -level technology professional and be a visionary leader in… more
- Citigroup (New York, NY)
- …that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects. ... and client conversion from the Banking division to the Wealth division and from the Wealth division...clients to deepen relationships and drive better penetration for Citi across multiple divisions + Help manage client education,… more
- Citigroup (Queens, NY)
- …+ Can exercise independence of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately assess risk when business ... + Perform daily reviews of reports to support the WLRSU Team to ensure Wealth RRs registration is compliant with FINRA Rules **Qualifications:** + FINRA Series 7,… more
- Citigroup (New York, NY)
- The Sales Support Senior Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans ... maximize opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified referrals for cross-sell.… 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 ... matters Matrix Leadership & Collaboration: + Orchestrate relationships across Citi 's global organization including banking, marketing, lending, risk/controls, operations,… more
- Citigroup (Greenwich, CT)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... 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 (New York, NY)
- …captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Executive Assistant provides support by handling ... We are seeking a Senior Executive Assistant to support the Head of...Wealth , plus two additional Managing Directors within the Wealth Controls team. Citi Wealth … more
- Citigroup (Queens, NY)
- Citi 's Wealth business serves the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses ... and insurance control related regulatory interactions globally, including items related to Citi regulatory commitments with Wealth impact. + Drive robust data… 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...consolidation of Total Lending products across Wealth business for senior management reviews. +… more