- Citigroup (New York, NY)
- …Work: Enterprise** The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy ... firms for over five decades via the Law Firm Group and the Professional Services Group , the...work culture and growing team. A key strategy for Citi Wealth is to collaborate internally and… 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 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)
- …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... through making decisions that determine technical approaches and strategies for the area. Citi Wealth objective is to further enhance its ability to build… 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, ... manage their wealth . Lending is a key product offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated… 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 ... constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal,… more
- Citigroup (New York, NY)
- ** Citi Wealth Planner** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, ... **Job Family Group :** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:** Full time **Primary Location:** New York City New York… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full...66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to obtain if ... power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi … 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 ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... trusting, productive relationships with key partners throughout CPB and the wider Citi . They will be entrepreneurial and capable of bringing in new… 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, ... PowerPoint, Excel and Outlook (intermediate/advanced skills); Qvidian **Job Family Group :** Private Client Product Services **Job Family:** Investment Managed Sales… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance ... identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree or equivalent… more
- Citigroup (New York, NY)
- …base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership ... meetings 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)… more
- Citigroup (New York, NY)
- …to lead technical innovation, we encourage you to apply. **Job Family Group :** Decision Management **Job Family:** Business Analysis **Time Type:** Full time ... Full Time Salary Range:** $142,320.00 - $213,480.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary and formulaic… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full...Series 7, 66 (or 63 and 65) licenses + Group 1 Insurance License + This position requires the employee ... power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi … more
- Citigroup (New York, NY)
- The role sits within the Wealth Credit Management team of Citi Global Wealth , 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 Consumer Bank and Citi Private Bank. **Job… more
- Citigroup (New York, NY)
- …the highest ethical standards and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs ... touch capabilities Citi can offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global footprint in Asia,… more
- Citigroup (New York, NY)
- Wealth is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It serves over 500,000 clients through its global ... footprint in Asia, EMEA, Latin America, and North America. Wealth delivers a wide range of products and services covering capital markets, managed investments,… more
- Citigroup (New York, NY)
- …responsible for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and operations. The ... client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These products and… more
- Citigroup (New York, NY)
- …to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will ... knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will have a… more