- Citigroup (New York, NY)
- …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... The Investment Assoc Sr Analyst is a seasoned professional...on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting… 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 (Greenwich, CT)
- …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 (Greenwich, CT)
- … 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 (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)
- 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 Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... manage their wealth . Lending is a key product offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated… 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 ... on market opportunities Fiduciary & Risk Management: + Chair Art Advisory Investment Review Committee (AAIRC) for fiduciary oversight + Ensure adherence to OCC… 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)
- …**Responsibilities:** + As part of the Capital Markets Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on ... and delivering our expansive products and services offerings to Investment Counselors (ICs), Private Bankers, Financial Advisors and clients....etc. + Increase connectivity and engagement between Markets and Citi Wealth clients within Citi … more