- 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 (New York, NY)
- 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 (Jacksonville, FL)
- The Head of US Citigold/ Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight of ... investments sales activity and client suitability across Wealth 's Citigold/ Citi Private Client Retail Branch Network. Candidate is responsible for establishing,… 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 (Greenwich, CT)
- …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 (Jacksonville, FL)
- …and owned by Citi 's Wealth Deposits and Lending 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 (Los Angeles, 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 (Jacksonville, FL)
- The Learning Execution and Relationship Management for Markets, Services & Wealth will be under the Learning Implementation Services team. The main focus will be ... the operative / administrative activities related with Markets, Services & Wealth + Leads program execution activities regarding logistics (virtual/in person), LMS… more
- Citigroup (Rolling Hills Estates, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… 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)
- …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 (Jacksonville, FL)
- Citi 's US Personal Banking and Wealth ...deliver customer value in a targeted and impactful way. Citi is optimizing its relationship structure to ... are global leaders in credit cards, consumer banking, and wealth management, serving as a trusted partner to more...clients and our franchise. With the changing global environment, Citi 's focus on financial crimes has become even more… more
- Citigroup (Washington, DC)
- 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 (O'Fallon, MO)
- …and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. The Registered Wealth Client ... The Registered Wealth Client Solutions Associate is a Client Service...MO. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients + Able to clearly… more