- Citigroup (New York, NY)
- ** Citi Wealth Investment Solutions provides holistic investments advice to clients across the wealth continuum, harnessing Citi 's leading ... America (LATAM) Solutions Specialist role is part of the Markets team within Citi Wealth Investment Solutions , reporting to the head of Solutions … more
- Citigroup (New York, NY)
- …business is accountable for a portfolio exposure of approximately $170 Billion within Citi Wealth . The Head of Lending manages the employees, budget, business ... **The Organization:** Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the… more
- Citigroup (New York, NY)
- ** Citi Trust (CT) Wealth Planner** The Citi Trust (CT) Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team ... A key focus of the role is to develop, deliver and implement customized wealth plans, which include proactive estate planning solutions based upon each… more
- Citigroup (New York, NY)
- Citi Ventures' mission is to drive customer-focused innovation that delivers new growth and value for Citi . Citi Ventures has presence in California, New ... our colleagues, clients, and the innovation ecosystem to explore technologies, pilot solutions , and test business models with the potential to transform the future… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver ... Citi Global Wealth brings together the...traditional and alternative investments , managed account solutions , best-in-class research and advice for all Wealth… more
- Citigroup (New York, NY)
- …the highest ethical standards and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs ... can offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across...and North America. It delivers the full range of wealth products across investments , banking, lending, insurance,… more
- Citigroup (New York, NY)
- Job Description The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against the digital wealth platform ... Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive strategy and...of product commoditization to create an advanced set of solutions + Oversee all aspects of program life cycle… more
- Citigroup (New York, NY)
- …which allows us deliver traditional and alternative investments , managed account solutions , best-in-class research, and advice for all Citi clients. The role ... Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The ...have a leading investment solutions platform,… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... **Role** The Global Head of AML Risk Management - Wealth reports to Citi 's Chief Compliance Officer...person is responsible for assessing complex issues, structuring potential solutions , contributing to a culture of learning and continuous… more
- Citigroup (Bronxville, NY)
- Citi Global Wealth brings together the...the complex financial needs of the client and offer solutions through a wide range of products, services and ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of... advice to clients through a select number of solutions using firm models & research. + Master referral… more
- Citigroup (New York, NY)
- …financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The ... partnership with finance and business organizations. + Analyse key products within Wealth , namely ** Investments , Trust, Custody and Insurance.** + **Manage all… more
- Citigroup (New York, NY)
- …Multi-Family offices, on an active and frequent basis. Advise on cross-asset class investment solutions , as well as portfolio management. Utilize vanilla and ... Lead for its New York, New York location. Duties: Develop tailored wealth management strategies for multi-asset markets coverage for Institutional Private Investors,… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... **Overview of Citi :** Citi , the leading global bank,...business activities to solve for capital constraints + Driving solutions to create capital capacity, requiring at a minimum,… more
- Citigroup (New York, NY)
- …and engagement, and create experiences that drive repeat and loyal buyers of Citi 's products and solutions . + Maintain a close partnership and high ... delivers a wide array of banking, payments, lending and investment services to individual consumers and small businesses. To...a high tech, high touch experience for the full Citi relationship, particularly in the US To do so,… more
- Citigroup (New York, NY)
- …prepare client pitches, and deliver Citi 's full suite of banking and wealth management solutions to our clients + Provide complete service support to ... and maintain all client call records including call reports + Introduce Citi 's value proposition to incoming employees at target firms + Cultivate relationships… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... about the consequences, risks, and benefits of alternative lending solutions . + Promote Citi 's brand, and promote...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
- Citigroup (New York, NY)
- …always on, customer level promotional offers + Hire and lead a high performing MarTech solutions team + Partner with Citi and 3rd Party Technology partners to ... tools to deliver against Citibank's US Personal Banking and Wealth strategic vision of generating always on and personalized...will lead a team to define & deliver on Citi 's MarTech roadmap that is designed for ease of… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services and wealth management. ... **About Citi ** Citi , the leading global bank,...This role will be critical in representing our innovative solutions during client pitches, responses to RFPs and regular… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic ... ** Citi Overview** Citi , the leading global...by providing them with cutting-edge ideas, best-in-class products and solutions , and unparalleled access to capital and liquidity. As… more