- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- …of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited ... and best practices within the industry. + Understand broader One Citi and Citi Private Bank product offerings including: trusts, custody, banking and… more
- Citigroup (New York, NY)
- … Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Citi Wealth is a leading provider of financial solutions for... Client and Citigold as part of their wider Citi relationship. Citi Private Client and… more
- Citigroup (New York, NY)
- …team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank , Citigold, Citigold Private Client, Wealth at ... The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory… more
- Citigroup (New York, NY)
- …RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment ... Excel and Outlook (intermediate/advanced skills); Qvidian **Job Family Group:** Private Client Product Services **Job Family:** Investment Managed Sales **Time… more
- Citigroup (New York, NY)
- …. Global Lending partners with all three Citi Wealth client segments, Citi Private Bank , Wealth at Work and CitiGold/ Citi Private ... form part of the COO and Lending leadership team. Citi Wealth is a leading provider of...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as… more
- Citigroup (New York, NY)
- …connectivity and engagement between Markets and Citi Wealth clients within Citi Private Bank , Wealth at Work and Citigold / CPC channels in ... Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on capital markets...make them digestible to the UHNW and family office Private Bank client base + Excellent analytical,… more
- Citigroup (New York, NY)
- …**Mortgages, Securities Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank , Wealth at Work and Citigold.** ... for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance...role will be to support the **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** team with the… more
- Citigroup (New York, NY)
- …worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank . These products and services include investment products ... for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and operations. The Wealth… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that determine technical approaches and strategies for the area. Citi Private Bank 's objective is… 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...is to collaborate internally and utilize the resources the bank already has ( Citi Commercial Bank… more
- Citigroup (Paramus, NJ)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (New York, NY)
- Lead Citi Private Bank 's global...of business development and revenue growth + Understanding of wealth planning and private banking services **Job ... of Art Advisory, direct a team of specialists while collaborating across the bank 's global platform to drive business growth, ensure service excellence, and deepen… more
- Citigroup (New York, NY)
- …Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement ... Citi Wealth Planner** The ...problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi … 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 ... meetings to stay current on financial markets, and products and services offered by Citi Private Bank . + Adhere to a specific prospecting code of conduct,… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating ... **About Citi ** Citi , the leading global bank , has...a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth… more
- Citigroup (New York, NY)
- …Wealth Management businesses across Consumer Bank and Citi Private Bank . **Job Background/Context** The Wealth Lending business provides financing ... 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… more