- Citigroup (San Francisco, CA)
- …have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, ... chosen will be expected to lead produce growth in investment revenue and AUMs with Ultra High Net Worth...relationships with key partners throughout CPB and the wider Citi .They will be entrepreneurial and capable of bringing in… more
- Citigroup (San Francisco, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... related to the technology or operations of the business. Work impacts an entire area, which eventually affects the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (San Francisco, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... 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 (San Francisco, 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 (Piedmont, 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 (San Francisco, CA)
- Citi Ventures Inc. seeks a Program Senior Group Manager for its San Francisco, California location. Duties: Plan, direct, and coordinate venture capital ... investment strategy. Source and invest in leading Fintech, commerce,...organization's engagements with executives in two major business units, Wealth and US Personal Banking, in particular its Cards… more
- Citigroup (San Ramon, 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