- Citigroup (New York, NY)
- …The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals ... culture and growing team. A key strategy for Citi Wealth is to collaborate internally and...Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches,… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to...that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding… 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, ... with excellent project management and organizational skills; able to prioritize requests and work on multiple tasks to ensure RFPs and projects are completed within… 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 development ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more
- Citigroup (New York, NY)
- …to stay current on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting code of conduct, which (1) ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and… more
- Citigroup (New York, NY)
- Citi , the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides ... consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (New York, NY)
- Wealth is a Division of Citi 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, and North America. Wealth delivers a wide range of products and services... business lines. QUALIFICATIONS: + 15+ years risk/risk-related credit work experience in banking/ financial institutions + At… more
- Citigroup (New York, NY)
- The role sits within the Wealth Credit Management team of Citi Global Wealth , a Division of Citi focused on serving the needs of clients across the ... spectrum. It has been created by combining the Wealth Management businesses across Consumer Bank and Citi...management processes, risk measures, systems, data and reporting for Wealth portfolio risks; ** Work experience and competencies:**… more
- Citigroup (New York, NY)
- …different client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These ... the firm meets audit standards and regulations and to work with business leaders to determine solutions for emerging...independent assurance over the key risks and processes for Citi 's Wealth line of business and associated… more
- Citigroup (New York, NY)
- …within the financial services industry, with a strong focus on Wealth Management. + Proven experience in managing teams across multiple locations, with a ... to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will… more
- Citigroup (New York, NY)
- …development, and production support for the Wealth business. Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth ... and ultrahigh net worth clients around the world. Citi Global Wealth prides itself on its...candidate must be able to solve complex problems and work through roadblocks. Big delivery experience as well as… more
- Citigroup (New York, NY)
- The Head of Business Execution (BE) - Wealth at Work (WaW), will report directly into the COO for Wealth , and matrix into the Head of WaW. It will form part ... deep industry specific expertise to help you navigate your financial goals. It offers access to a range of...offers access to a range of responsive banking, investing, wealth management & planning services and access to a… more
- Citigroup (New York, NY)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (New York, NY)
- …alignment with business objectives. Qualifications: + 8+ years' experience in financial services ( wealth management preferred), strategy and/or management ... the execution of our data and AI strategy within Wealth Management. This individual will establish strong working relationships...detail and high standards for quality and accuracy in work product + Intellectually curious and motivated to deeply… more
- Citigroup (Queens, NY)
- ** Citi Wealth AML Risk Management Lead -... AML risk profile **Qualifications** + 15+ years of Financial Services work experience with focus on AML ... C15** Citi 's Wealth business serves the needs of clients across the...attain best practice and lessons learned + Coordinate with Citi enterprise Financial Crimes & Fraud Prevention… more