- Citigroup (New York, NY)
- …Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… 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...and capital usage (returns), expand market share, deepen client relationship , and broaden credit product and service delivery. Head… 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 (Short Hills, NJ)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …and owned by Citi 's Wealth Private Bank (ex-Trust) business. The Citi Wealth business delivers a comprehensive wealth solution to clients across ... Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and...tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... 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 (New York, NY)
- …AML laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi 's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / ... for AML risks. This includes: **Serve as key risk management thought leader for Citi for AML matters relevant to Wealth .** **Set, develop, and implement… more
- Citigroup (New York, NY)
- **Communications Lead for Citi Wealth Investments** **About the Team** Enterprise Services and Public Affairs (ESPA) seeks to enhance and protect the reputation ... the world. **About the Role** The Communications Lead for Citi Wealth Investments is a key member...sets high standards in all he/she does + Strong relationship management skills and experience working with stakeholders cross-functionally… more
- Citigroup (New York, NY)
- **The Organization:** 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 of its commitment...written and verbal communication skills; must be comfortable in relationship -building across all levels of the organization + Attention… more
- Citigroup (Jersey City, NJ)
- …may violate regulatory rules or internal policies and procedures focusing on the ** Wealth line of business** . When potentially anomalous behavior is detected, the ... policies and practices for ICRM. Translating the ICRM strategy and goals across Citi 's clients, products and geographies in a succinct and clear manner; providing… more
- Citigroup (Jersey City, NJ)
- …directional strategy by considering their application in own job and the business. The Citi Wealth business delivers a comprehensive wealth solution to ... testing of controls that are designed and owned by Citi 's Wealth departments. The Business Risk Officer...Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and… more
- Citigroup (New York, NY)
- Citigroup Global Markets Inc. seeks a Relationship Manager for its New York, NY location. Duties: Work closely with the senior team to facilitate private markets ... transactions across the firm as part of Citi 's new push to expand wallet with private markets...and facilitate collaboration across Markets, Banking, Services, and Global Wealth . Prepare financial and qualitative materials for Senior Leadership… more
- Citigroup (New York, NY)
- …the finance division. The purpose of the role will be to support the ** Wealth Financial Planning and Analysis (FP&A)** team with the performance of key activities ... (as described below). **Job Background/Context:** Citi is the leading global financial services company. It...and credit, corporate and investment banking, securities brokerage and wealth management. The Wealth FP&A team is… more
- Citigroup (New York, NY)
- Citi 's global footprint and ability to service clients holistically has positioned Citi to become an industry leader in wealth . The formation of Citi ... within a strong control environment + Partner across the broader firm and Citi Global Wealth 's regional and product heads to deliver responsible revenue… more
- Citigroup (New York, NY)
- …a truly client-centric organization, driving a high tech, high touch experience for the full Citi relationship , particularly in the US To do so, we have aligned ... our existing customers across all Lending, Retail Bank and Wealth products. This individual contributor role will report into...products. + Lead and own the scorecard KPIs that Citi will use to drive existing customer cross-sell and… more
- Citigroup (New York, NY)
- **Position Summary** The US Personal Banking and Wealth Management Marketing organization drives all aspects of the customer lifecycle, from Acquisition to ... Engagement to Retention, across all major Business Units in Citi 's Personal Bank - Branded Cards and Lending, Retail...Branded Cards and Lending, Retail Bank and Mortgage and Wealth . The Existing Customer Marketing (ECM) team within this… more
- Citigroup (New York, NY)
- **Job Description** The US Personal Banking and Wealth Management Marketing organization drives all aspects of the customer lifecycle, from Acquisition to Engagement ... to Retention, across all major Business Units in Citi 's Personal Bank - Branded Cards and Lending, Retail...Branded Cards and Lending, Retail Bank and Mortgage and Wealth . The Existing Customer Marketing (ECM) team within this… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
- Citigroup (New York, NY)
- …America Securities Services Sales is seeking a seasoned client coverage / relationship salesperson to be responsible for: (1) overseeing the strategic direction of ... (including with bank-affiliated asset managers) + Identify opportunities to enhance relationship profitability, where applicable + Leverage a robust understanding of… more