- Citigroup (Beverly Hills, CA)
- …world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable… more
- Citigroup (Beverly Hills, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... credit offerings, liaising with the CPB Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is...core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect… more
- Citigroup (Los Angeles, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively...relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of… more
- Citigroup (Beverly Hills, CA)
- …for identifying short- and long-term investment opportunities and Global Markets for Citi Private Bank investors in the region and for presenting, ... manner. + Define and present to the sales force Citi Private Bank 's Regional Views...Investment Committee views to the field and to Citi Private Bank Clients +… more
- Citigroup (Studio City, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private...brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more