• Citi Wealth at Work

    Citigroup (San Francisco, CA)
    …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... The Investment Assoc Sr Analyst is a seasoned professional...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
    Citigroup (10/26/24)
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  • Citi Wealth at Work

    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 (10/18/24)
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  • Senior Wealth Advisor - San…

    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 (09/30/24)
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  • Wealth Relationship Manager - Millbrae…

    Citigroup (Millbrae, 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 (08/13/24)
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  • Program Senior Group Manager

    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 (10/17/24)
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  • Mortgage Lending Officer SAFE Act - B11

    Citigroup (San Francisco, 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
    Citigroup (10/19/24)
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