- Citigroup (New York, NY)
- …Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Citigroup (Paramus, NJ)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... 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 (Tampa, FL)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory ... constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal,… 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 (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (Chicago, IL)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… more
- Citigroup (Short Hills, NJ)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... 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 (Beverly Hills, CA)
- As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Associate, you will work closely with Private Banker teams within your designated coverage region to ... existing private bank client relationships + Conduct banker portfolio and client relationship reviews to generate new business + Prepare and present competitor… 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 ... Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and...tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi … more
- Citigroup (San Francisco, CA)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... 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)
- …and more seamlessly deliver relevant product expertise and 2) Strategic alignment of Citi Wealth 's client-facing resources with global wealth creation trends ... create Wealth . This will be achieved by 1) Systematic collaboration across Citi 's Banking and Wealth divisions globally, to identify corporate clients with a… more
- Citigroup (Beverly Hills, CA)
- …continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments ... your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's... is looking for Summer Analysts to join the Wealth Summer Analyst Program. Wealth is unified… more
- Citigroup (New York, NY)
- …an elevated financial relationship with a higher level of service and wealth management. Citi Private Bank is dedicated to serving the world's wealthiest ... and making a positive impact on the communities we serve. Wealth brings together the full power of Citi to serve the entire continuum of wealth clients,… more
- Citigroup (New York, NY)
- …responsible for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and operations. The ... client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These products and… more
- Citigroup (Irving, TX)
- …responsible for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and operations. The ... client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These products and… 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)
- …Testing Utility is responsible for the testing of controls designed and owned by the Citi 's Wealth Segments businesses. This position reports to the Wealth ... accountable for driving controls testing performance and improvement initiatives. The Wealth Client Segments Performance Initiatives Leader is a subject matter… more
- Citigroup (Chicago, IL)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate strategy… 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 ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new… more