- Citigroup (Washington, DC)
- 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 (Washington, DC)
- …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 (Washington, DC)
- The Wealth Relationship Manager SAFE Act 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...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Washington, DC)
- …is a member of the Law Firm Group Management team and the extended Wealth at Work Management team. High-level responsibilities included full P&L oversight, ... + _Influence and gain support across all levels of Citi Global Wealth and Citigroup._ **_PROMOTE INTEGRITY&TRUST_**...CHALLENGES / ANTICIPATED CHANGES:_** + _Build marketplace awareness of Wealth at Work /Law Firm Group and communicate… more