- Citigroup (New York, NY)
- As a Citi Private Bank (CPB) Deposit...an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus + ... retaining and generating new banking depository and treasury management business from prospective private bank clients + Directly interface with the client CFOs,… more
- Citigroup (Beverly Hills, CA)
- …eventually affects the overall performance and effectiveness of the sub-function/job family. As a Citi Private Bank (CPB) Banking & Cash Management Banking & ... assist in generating new banking depository and treasury management business from prospective private bank clients + Directly interface with the client's CFO,… 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)
- ** Citi Wealth Investment Solutions provides holistic...& monetization team.** **This is done in partnership with Citi Private Bank 's Global Family ... Specialist role is part of the Markets team within Citi Wealth Investment Solutions, reporting to the...growth of referrals for new clients for the Investment Bank and Corporate Bank (Banking), including ECM… more
- Citigroup (Chicago, IL)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… 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 ...& quarterly Management Reports related to investment products for Private Bank NA organization + Produce and… more
- Citigroup (New York, NY)
- … Trust (CT) Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to increase CT revenue by identifying ... ** Citi Trust (CT) Wealth Planner** The...Citi Trust (CT) Wealth Planner** The Citi...solve problems and deliver client satisfaction **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth… more
- Citigroup (Miami, FL)
- … Trust (CT) Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members globally to increase CT revenue by ... organizations to solve problems and deliver client satisfaction. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning… more
- Citigroup (San Francisco, CA)
- … 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 (Tampa, FL)
- …controls that are designed and owned by Citi 's IPB and Private Bank Operations departments. The Citi Wealth business delivers a comprehensive ... business serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in...Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi … more
- Citigroup (Queens, 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 ...relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (New York, NY)
- …continuum. The Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and ... Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi ...the Wealth Lending businesses, looking across the Private Bank , Wealth at Work,… more
- Citigroup (New York, NY)
- Citi , the leading global bank , has...**Role** The Global Head of AML Risk Management - Wealth reports to Citi 's Chief Compliance Officer ... (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for...includes: **Serve as key risk management thought leader for Citi for AML matters relevant to Wealth .**… more
- Citigroup (Tampa, FL)
- …Our Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net-worth ... Wealth Segments (ie, client-facing) business teams. The Citi Wealth business delivers a comprehensive ...Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi … more
- Citigroup (Fort Lauderdale, FL)
- …guidance. Wealth businesses serve ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... high-net-worth customer relationship tiers of Citigold and Citigold Private Client and offers wealth management in the workplace through Citi Global … more
- Citigroup (Bronxville, 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)
- …and Analysis team in support of the Wealth business which is comprised of the Private Bank , Wealth at Work and Citigold segments. Wealth brings ... for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance... Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)… more
- Citigroup (Miami, FL)
- …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