- Citigroup (New York, NY)
- …to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment counselors ... skills); Qvidian **Job Family Group:** Private Client Product Services **Job Family:** Investment Managed Sales **Time Type:** Full time **Primary Location:**… more
- Citigroup (New York, NY)
- …have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, ... house view of Citi and CPB, as well as the investments Citi recommends, while matching the appropriate investment opportunities with the client's profile.… more
- Citigroup (Paramus, NJ)
- Citi Global Wealth brings together the full... Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… 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 (New York, NY)
- …Work: Enterprise** The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy ... work culture and growing team. A key strategy for Citi Wealth is to collaborate internally and...internally and utilize the resources the bank already has ( Citi Commercial Bank, Corporate Bank and Investment … more
- Citigroup (New York, NY)
- …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 (New York, NY)
- …while mitigating risk. To that end, and as a leader within the Spring by Citi Sales team, you will partner with our enterprise clients to understand their ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth … more
- Citigroup (New York, NY)
- …for coordinating and managing relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business. Citi ... a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth...Wealth has an open architecture approach to delivering investment solutions. This leadership role is critical to help… more
- Citigroup (New York, NY)
- …The Investment Advisory Discretionary Solutions Manager will be part of the Citi Wealth Investment Advisory Programs team within Investment ... possess vision and passion for the transformation of the Citi Wealth Investment Advisory Programs;...**Licenses:** Series 7 Series 66 **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:**… more
- Citigroup (New York, NY)
- … products through separately managed accounts and portfolio construction; these include Citi Investment Management (CIM) model and custom strategies, CIM Equity ... Third Party Asset Manager single strategies + Educate Bankers, Investment Counselors and other members of the sales...our business while ensuring broad participation across all of Citi Wealth 's client segments. + Understand and… more
- Citigroup (New York, NY)
- …+ As part of the Capital Markets Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on capital markets ... role is based within the Citi Global Wealth Investments ("CGWI"). The Capital Markets Sales ...and delivering our expansive products and services offerings to Investment Counselors (ICs), Private Bankers, Financial Advisors and clients.… more
- Citigroup (New York, NY)
- Description An opportunity to join the Structured Rates and Credit team, part of Citi Wealth Investment Solutions for the Americas, which serves Citi ... primary point of coverage within Citi Global Wealth Investments (CGWI) for Private Bankers, Investment ...sales calls. + Develop close relationships with Bankers, Investment Counsellors, and Financial Advisors to join their calls… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast...Citi policies and procedures. **Job Family Group:** Consumer Sales **Job Family:** Consumer Product Sales **Time… more
- Citigroup (New York, NY)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Deliver wealth management services to Citi Wealth at Work clients ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- Citigroup (New York, NY)
- …targets. Execute "go to market" strategy for GNI and drive a vertical sales strategy. Specific focus on execution of portfolio optimization initiatives and breakout ... market share capture. Develop North America product differentiation value propositions and sales narrative. Strong Market and CSM interface to jointly identify areas… more