- 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 (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 (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)
- …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 (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 (Irvine, CA)
- 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 (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 (Jacksonville, FL)
- …Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth at Work . This position reports to the ... 's Wealth Deposits and Lending departments. The Citi Wealth business delivers a comprehensive ...fail to maintain these standards. + Support other relevant work efforts of the department where needed and as… more
- Citigroup (Burbank, 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 (Jacksonville, FL)
- …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 (O'Fallon, MO)
- 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 (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
- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team ... ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business partners to… 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
- Citigroup (O'Fallon, MO)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external ... adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for providing… more