- Citigroup (New York, NY)
- The Investment Support Team Lead role is...of service and support to Banking Teams, Investment Counselors and Product Specialists across Citi ... of the world's billionaires and their families. + The Investment Support Associate Team Lead role is...Private Bank. The position focuses on servicing clients of Citi Private Bank by understanding their investment … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will… more
- 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 ... partnership with senior team members to deliver investment solutions. + Help support the senior...on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the...and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a… more
- Citigroup (Short Hills, NJ)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
- Citigroup (Jacksonville, FL)
- …and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for ... is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly… more
- Citigroup (New York, NY)
- **Group Description** Citi Treasury manages the balance sheet, capital, and liquidity of Citigroup; manages and provides corporate oversight of liquidity, interest ... risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a Division...and that talent development initiatives are in place. + Support the WCM NAM Portfolio Head, Investment Finance ... across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private… more
- Citigroup (Jacksonville, FL)
- …and owned by Citi 's Wealth Product and Operations departments. The Citi Wealth business delivers a comprehensive wealth solution to clients across ... and alternative investments, managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-net-worth… more
- Citigroup (New York, NY)
- Citi Wealth is a Division of...Wealth 's engagement of certain external resources for execution support . Key program / workstreams of work will include ... on serving the needs of clients across the entire wealth spectrum. Citi Wealth covers...and services covering managed investments, portfolio management, capital markets, investment finance, and banking. By building on the strengths… more
- Citigroup (New York, NY)
- …attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services, we are here to support our clients with a ... **The Organization:** Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the… more
- Citigroup (New York, NY)
- …the organization. **Key Responsibilities:** + Serve as a trusted advisor to Senior Leaders and Wealth Advisors across the Citi Wealth at Work business + ... Productivity** **'** is critical to the success of the Citi 's Global Wealth at Work business. This...Advanced Degree Preferred + 10+ years of work experience. Wealth Management, Investment Banking, Strategy/Management Consulting, or… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability ... within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering,… more
- Citigroup (New York, NY)
- …Utility is responsible for the testing of controls designed and owned by the Citi 's Wealth Segments (ie, client-facing) businesses. This position reports to the ... Wealth Client Segments Control Testing Lead, within the USPB-...executing CDA checklist/procedures for controls and recording results in Citi Risk & Control (CRC). + Owns significant portions… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of... initiatives. The role requires a deep understanding of Investment product management and its integration with digital and… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and advisory basis for clients ... of Citi . With over $80 billion in assets under management...and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and advisory basis for clients ... of Citi . With over $80 billion in assets under management...and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM… more