• Citi Wealth at Work

    Citigroup (Los Angeles, CA)
    …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...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
    Citigroup (09/11/24)
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  • Citi Private Bank - Investment

    Citigroup (Beverly Hills, CA)
    …Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is ... and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and… more
    Citigroup (08/13/24)
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  • Senior Wealth Advisor - Fullerton/Placentia

    Citigroup (Fullerton, CA)
    …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...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
    Citigroup (10/11/24)
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  • Wealth - Summer Analyst, Beverly Hills/Los…

    Citigroup (Beverly Hills, CA)
    …captures wealth management in the workplace through Global Wealth at Work . We also have leading investment solutions platform, which allows us deliver ... continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments… more
    Citigroup (09/17/24)
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  • Wealth Relationship Manager

    Citigroup (Cerritos, CA)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
    Citigroup (09/17/24)
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  • Home Lending Officer Los Angeles (Woodland Hills)

    Citigroup (Woodland Hills, CA)
    …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to… more
    Citigroup (10/22/24)
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