• Citi Wealth - UHNW

    Citigroup (New York, NY)
    … needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly ... The Investment Counselor Principal is a strategic professional who...that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its… more
    Citigroup (09/11/24)
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  • Citi Wealth - UHNW Private…

    Citigroup (Short Hills, NJ)
    …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 (08/13/24)
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  • UHNW Private Banker SAFE Act

    Citigroup (Miami, FL)
    **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
    Citigroup (09/17/24)
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  • Citi Wealth at Work - Law Firm Group…

    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 (08/02/24)
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  • Citi Wealth at Work - Law Firm Group…

    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 (07/26/24)
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  • Citi Wealth - Lending Advisor

    Citigroup (Miami, FL)
    …Lending and Margin credit offerings, liaising with the CPB Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is a core part of ... for our most complex clients. . **Qualifications:** + 10+ years of UHNW lending experience + Strong and proven analytical, financial structuring and execution… more
    Citigroup (09/12/24)
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