- Citigroup (San Francisco, CA)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth… more
- Citigroup (New York, NY)
- …The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals ... culture and growing team. A key strategy for Citi Wealth is to collaborate internally and...Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches,… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (Paramus, NJ)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (Beverly Hills, CA)
- …message in the region + Transmit Global Investment Committee views to the field and to Citi Wealth Clients + Work with the Investments Lab to identify asset ... short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and...macroeconomic and political developments across the region and will work with Citi Research analysts and product… more
- Citigroup (San Francisco, CA)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (Palo Alto, CA)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal...the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to...that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding… more
- Citigroup (New York, NY)
- …for Proposal (RFP) Writer works with the Head of RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, ... with excellent project management and organizational skills; able to prioritize requests and work on multiple tasks to ensure RFPs and projects are completed within… more
- Citigroup (San Francisco, CA)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... 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 (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more
- Citigroup (New York, NY)
- …to stay current on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting code of conduct, which (1) ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and… more
- Citigroup (New York, NY)
- Citi , the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides ... consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
- Citigroup (Pleasant Hill, CA)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (San Francisco, CA)
- … in California. The region is one of the largest and fastest growing within Citi Wealth with over 275 branches across California and Nevada with $500MM+ in ... businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to...to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial … more
- Citigroup (Tampa, FL)
- **About Citi Wealth :** Citi Wealth...customized services to help protect and responsibly grow their wealth . + ** Wealth at Work (WaW)** ... managing Citi 's global credit policy, standards, and risk appetite boundaries for Citi Wealth lending business. **Role Overview** : The Wealth … more