- Citigroup (New York, NY)
- Citi Global Wealth brings together the...should be experienced in the implementation and oversight of investment solutions , and in providing advice and ... 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)
- …net worth clients.They should be experienced in the implementation and oversight of investment solutions , and in providing advice and guidance on markets and ... ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will...+ Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking… more
- Citigroup (Boston, MA)
- …investment objectives and working in partnership with senior team members to deliver investment solutions . + Help support the senior members of the ... investment team in their delivery of investment solutions to clients. + Monitor and...on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting… more
- Citigroup (Paramus, NJ)
- …and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver ... Citi Global Wealth brings together the...traditional and alternative investments , managed account solutions , best-in-class research and advice for all Wealth… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the...and management of wealth . + Develop tailored solutions that address clients' investment , risk management, ... 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 ... 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 management of wealth . + Develop tailored solutions that address clients' investment , risk management, ... 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 ... person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk...partners. + Has experience in product areas such as Investments , Lending, or Banking. + Establish and sustain strong… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the...the complex financial needs of the client and offer solutions through a wide range of products, services and ... 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 (Short Hills, NJ)
- …to the creation and management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + ... members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve… more
- Citigroup (San Francisco, CA)
- …prepare client pitches, and deliver Citi 's full suite of banking and wealth management solutions to our clients + Provide complete service support to ... and maintain all client call records including call reports + Introduce Citi 's value proposition to incoming employees at target firms + Cultivate relationships… more
- 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 ... basis to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings. +...and sales skills + Good knowledge of financial markets, investments , banking and loan products + Financial and cash… more
- Citigroup (Beverly Hills, CA)
- …net worth clients.They should be experienced in the implementation and oversight of investment solutions , and in providing advice and guidance on markets and ... Group and offers a wide range of products and solutions , including investment strategies, banking and lending,...+ Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking… more
- Citigroup (Queens, NY)
- …Mortgage/ABS) and XVA (CVA/DVA/FVA for all asset classes), and in Treasury and Wealth Investment functions + Implement requirements and standards of Citi ... The Model/Anlys/ValidExec Grp Mgr role resides in Citi 's Global Model Risk Management (MRM) group and...ability to define difficult or complex problems, generate alternative solutions , evaluate and make optimal selection, implement and follow… more
- Citigroup (Miami, FL)
- …the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative ... investments , managed account solutions , best-in-class research and advice for all ...Wealth , including Banking, Investments , Lending and Wealth Planning + Partner with private bankers, investment… more
- Citigroup (Pleasant Hill, CA)
- …and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver ... Citi Global Wealth brings together the...traditional and alternative investments , managed account solutions , best-in-class research and advice for all Wealth… 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 ... investment needs and goals to provide holistic financial solutions . + Assist clients as needed with investment... Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions , etc.) + Manage client follow-up… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It has been created by ... combining the Wealth Management businesses across Citi Global Consumer...range of products and services covering capital markets, managed investments , portfolio management, trust and estate planning, investment… more
- Citigroup (Jersey City, NJ)
- …alternative investments , managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-networth individuals ... their application in own job and the business. The Citi Wealth business delivers a comprehensive ...communicate issues as well as recommending appropriate and pragmatic solutions to risk and control issues. + Develop control… more
- Citigroup (New York, NY)
- … & CIO, will report directly into the COO for Wealth , and matrix into the Investment Solutions and Chief Investment Officer (CIO) for Wealth . It will ... Solutions is comprised of our global investment product organization, which includes Citi Investment Management, Markets, Alternative Investments … more