• Citi Wealth - UHNW

    Citigroup (Short Hills, NJ)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (11/11/24)
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  • Citi Private Bank - UHNW

    Citigroup (New York, NY)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (10/29/24)
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  • Citi Private Bank - UHNW

    Citigroup (Miami, FL)
    …through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
    Citigroup (09/11/24)
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  • UHNW Private Banker SAFE Act

    Citigroup (Houston, TX)
    **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...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
    Citigroup (11/16/24)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (New York, NY)
    …high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at ... Citi Global Wealth brings together the...unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent… more
    Citigroup (11/01/24)
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  • Citi Wealth - Lending Advisor

    Citigroup (Miami, FL)
    …to ensure credit is a core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect base, identify and analyze business ... as the initial subject matter expert for internal and client inquires on Private Banking lending products. Participate in regional sales and product partner calls on… more
    Citigroup (09/12/24)
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  • Private Banker Sr. VP - C14

    Citigroup (Miami, FL)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (10/12/24)
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