- 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 ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will… 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 (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 ... partnership with senior team members to deliver investment solutions. + Help support the senior...on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting… 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)
- …pipeline of business development initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring ... Citi Wealth is a leading provider...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment … 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 ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… 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 ... of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit… 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)
- …provide guidance on the markets to internal and external clients, incorporating the views of Citi Wealth 's Investment Committee. + Prepare and advise on ... working in partnership with senior team members to deliver investment solutions. + Support the senior members...on financial markets, and products and services offered by Citi Wealth . + Spearhead regular client reporting… 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 ... our business while ensuring broad participation across all of Citi Wealth 's client segments. + Understand and...investment specialist teams to ensure communication aligned with Citi 's client needs. + Identify product gaps or opportunities… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and advisory basis for clients ... of Citi . With over $80 billion in assets under management...and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM… more
- Citigroup (New York, NY)
- …to support portfolio management activities related to firm's Global Wealth 's credit portfolio. Ensure accurate loan booking and loan management. Implement ... compliance, and others as required in support of portfolio management. Support monitoring activities of Investment Finance (IF) business practices, including… more
- Citigroup (New York, NY)
- …for Wealth . It will form part of the COO and Lending leadership team. Citi Wealth is a leading provider of financial solutions for affluent, high net worth ... preserve, grow and manage their wealth . Lending is a key product offering within Citi Wealth . Global Lending partners with all three Citi Wealth … more
- Citigroup (New York, NY)
- …specifically within the finance division. The purpose of the role will be to support the **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** ... and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management....Cards Loan, Structured Finance etc and key client segments, Citi Private Bank, Wealth at Work and… 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 ... rules and should be familiar with ISDA and credit support documentation. Roles & Responsibilities _Coverage & Execution_ +...primary point of coverage within Citi Global Wealth Investments (CGWI) for Private Bankers, Investment … more
- Citigroup (New York, NY)
- …. From banking and cash management to lending, investment strategies, trust and wealth advisory services, we are here to support our clients with a ... footprint and ability to service clients holistically has positioned Citi to become an industry leader in Wealth... Citi to become an industry leader in Wealth . With an unwavering commitment to our clients, the… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic ... **Overview of Citi :** Citi , the world leading global...for the position of 'Equities Electronic Trading Technology Production Support Lead Analst' within our global support … more