• Citigroup, Inc. (New York, NY)
    Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and… more
    Upward (07/23/25)
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  • Citigroup, Inc. (New York, NY)
    …for Wealth . It will form part of the COO and Lending leadership team. Citi Wealth is a leading provider of financial solutions for affluent, high net worth ... preserve, grow and manage their wealth . Lending is a key product offering within Citi Wealth . Global Lending partners with all three Citi Wealth more
    Upward (07/05/25)
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  • Citigroup, Inc. (Flushing, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
    Upward (06/30/25)
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  • Citigroup, Inc. (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 ... of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
    Upward (06/29/25)
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  • Citigroup, Inc. (Irving, TX)
    …information from multiple sources and help prioritize product enhancements or support decisions. Effective communication and interpersonal skills are required to ... based on market and industry research and trends and client needs Support the development, enhancement and delivery of wholesale credit products tailored to… more
    Upward (07/08/25)
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  • Citigroup, Inc. (Chicago, IL)
    …responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales ... investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers...both domestic and international Advisors who are new to Citi and need support in transferring client… more
    Upward (07/14/25)
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  • Citigroup, Inc. (Burbank, CA)
    …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...Work as a team with all internal partners to support and grow our customers. Refer customers who seek… more
    Upward (07/18/25)
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  • Citigroup, Inc. (Tampa, FL)
    …corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic ... Come, work with us! Citi , the world leading global bank, has approximately...successful project execution across the Capital spectrum. Mentor and support the professional growth of team members, continuously improving… more
    Upward (07/14/25)
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  • Citigroup, Inc. (Irving, TX)
    …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Overview of the Role Citi , the leading global bank, has approximately 200...requirements, developing project plans, oversight of development/implementation, and ongoing support to all SecOps deployed solutions. This individual contributor… more
    Upward (07/08/25)
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  • Citi Wealth - UHNW Investment

    Citigroup (Atlanta, GA)
    …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... partnership with senior team members to deliver investment solutions. + Help support the senior...on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting… more
    Citigroup (06/24/25)
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  • Citi Wealth at Work / Law Firm Group…

    Citigroup (Los Angeles, CA)
    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 (07/15/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (Los Angeles, CA)
    …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... Citi Global Wealth brings together the...and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized… more
    Citigroup (07/08/25)
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  • Director, Head of Business Execution - Citi

    Citigroup (New York, NY)
    …for Wealth . It will form part of the COO and Lending leadership team. Citi Wealth is a leading provider of financial solutions for affluent, high net worth ... preserve, grow and manage their wealth . Lending is a key product offering within Citi Wealth . Global Lending partners with all three Citi Wealth more
    Citigroup (07/01/25)
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  • Citi Wealth Lending - Head…

    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, ... support our clients comprehensively Lending is a key offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically… more
    Citigroup (07/02/25)
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  • Citi Wealth - Head of Lending…

    Citigroup (New York, NY)
    …pipeline of business development initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring ... 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 (05/14/25)
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  • Citi Wealth - Head of Wealth

    Citigroup (New York, NY)
    Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and… more
    Citigroup (05/17/25)
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  • Director, Portfolio Solutions - Citi

    Citigroup (New York, NY)
    We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between ... needs. These tools will form the foundation of an 'always-on' advice engine within Citi Wealth Studio. The ideal candidate will bring strong expertise in product… more
    Citigroup (07/18/25)
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  • Citi Wealth / Private Bank - HNW…

    Citigroup (New York, NY)
    …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
    Citigroup (06/03/25)
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  • Citi Wealth - Global Head…

    Citigroup (New York, NY)
    investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ ... continuously improved including product and platform innovation. + Partner with 3rd party investment managers to deliver training and sales support with clients… more
    Citigroup (07/23/25)
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  • Citi Wealth - Wealth

    Citigroup (Hewlett, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
    Citigroup (07/18/25)
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