- Citigroup (Los Angeles, CA)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth… more
- Citigroup (Ridgewood, 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 full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (Los Angeles, CA)
- …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...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (Boston, MA)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth… 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, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… 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, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… 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, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… 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, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of...to our risk management process. + Sales Material - Work with Financial Planning and Insurance Product to ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning...Analyst (CFA) a plus + 15+ years of relevant work experience, with demonstrable Wealth Planning leadership,… more
- Citigroup (San Francisco, CA)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (Palo Alto, CA)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal...the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective… 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 ... have significant financial implications. + Serve as a trusted advisor to...that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding… more
- Citigroup (Washington, DC)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… more
- Citigroup (Chicago, IL)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… more
- Citigroup (Bronx, 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 new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- 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 ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… 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 development ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Atlanta, GA)
- …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) ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and… more
- Citigroup (San Francisco, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + Establish ... of UHNW lending experience + Strong and proven analytical, financial structuring and execution skills + Strong marketing and...(written and verbal) and interpersonal skills + Ability to work under pressure to tight deadlines + Good negotiation… more