- Citigroup (San Francisco, CA)
- …investment needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and ... captures wealth management in the workplace through Citi Global Wealth at Work ....we aim to be your comprehensive financial partner. The Investment Counselor Principal is a strategic professional who closely… more
- Citigroup (San Francisco, CA)
- 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 (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, ... private bankers, and investment counselors across a large global organization. In this...management and organizational skills; able to prioritize requests and work on multiple tasks to ensure RFPs and projects… more
- Citigroup (New York, NY)
- …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... The Investment Assoc Sr Analyst is a seasoned professional...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… 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...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… 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...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… 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...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… 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 ... tested with several tier one law and consulting firms. Wealth at Work 's services are now being... culture and growing team. A key strategy for Citi Wealth is to collaborate internally and… more
- Citigroup (New York, NY)
- … Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client ... Citi Wealth is a leading provider...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment … more
- Citigroup (Beverly Hills, CA)
- …in the region + Transmit Global Investment Committee views to the field and to Citi Wealth Clients + Work with the Investments Lab to identify asset ... 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 (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 (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... 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 (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 ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the… more
- Citigroup (San Francisco, CA)
- …Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is ... and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and… more
- Citigroup (Boston, MA)
- … needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly ... The Investment Counselor Principal is a strategic professional who...that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its… more
- Citigroup (San Francisco, CA)
- …to develop and grow pipeline for Institutional Investments + Work with various Wealth product partners - Citi Investment Management, Investment ... Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing...internally and utilize the resources the bank already has ( Citi Commercial Bank, Corporate Bank, Investment Bank).… more
- Citigroup (Tampa, FL)
- _The Wealth Operations- Investment Account Opening Specialist /AVP is a seasoned professional role that is responsible for documentation review, ensuring ... on an array of checkpoints including account demographics, title, address, fees, investment suitability (IOS), tax certification_ + _Utilize Citi Private Bank… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Citi , the leading global bank, has approximately 200...foster a culture where the best people want to work , where individuals are promoted based on merit, where… 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. Position is responsible for ... is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly… 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...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more