- Citigroup (Beverly Hills, CA)
- …world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable… more
- Citigroup (Beverly Hills, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... credit offerings, liaising with the CPB Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is...core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect… more
- Citigroup (Los Angeles, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private...brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more
- Citigroup (Los Angeles, CA)
- …effectiveness of the sub-function/job family. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more