- 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 ... improvement of processes and work -flow for the area or function. Integrates subject matter...to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and… 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)
- … wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned ... 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)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… 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...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools… 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...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools… 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...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… 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 ... This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations,… 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 of financial...and Citigold as part of their wider Citi relationship . Citi Private Client and Citigold… more
- Citigroup (New York, NY)
- …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)
- The Learning Execution and Relationship Management for Markets, Services & Wealth will be under the Learning Implementation Services team. The main focus will be ... advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and… more
- Citigroup (San Francisco, CA)
- …The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals ... for Institutional Investments + Work with various Wealth product partners - Citi Investment Management,...or Corp Banking experience a plus + Sales and relationship management skills including a track record of building… 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 ... Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director...businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to… 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...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Citigroup (New York, NY)
- …different client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These ... the firm meets audit standards and regulations and to work with business leaders to determine solutions for emerging...independent assurance over the key risks and processes for Citi 's Wealth line of business and associated… more
- Citigroup (Irving, TX)
- …different client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These ... responsible for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and operations. The… more
- Citigroup (New York, NY)
- …and solutions oriented partner. As a Deposits & Treasury Management Sales Specialist, you will work closely with the Wealth at Work banking teams within ... solutions. This individual will be closely engaged with the Wealth at Work banking teams, as well...Business Development Initiatives + Conduct banker portfolio and client relationship reviews to generate new business + Prepare and… more
- Citigroup (Coral Springs, FL)
- 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 (Jacksonville, FL)
- The Wealth Services Resource Specialist is a subject matter expert on investment and banking procedures and processes. The Wealth Services Resource Specialist ... focus on effective issue resolution for our clients. The Wealth Services Resource Specialist provides first level support and...to maintain a positive attitude in high-stress and fast-paced work environment + Strong desire to create a top-notch… 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 ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)… more