- Citigroup, Inc. (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 members...on financial markets, and products and services offered by Citi Private Bank. Adhere to a specific prospecting code… more
- 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
- Citigroup, Inc. (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for… more
- Citigroup, Inc. (Jersey City, NJ)
- … Leadership Standards: We Take Ownership, We Deliver with Pride, and We Succeed Together. About Citi Global Wealth Citi Global Wealth (CGW) is focused on ... can offer, and ultimately help them achieve their goals. Citi Global Wealth serves over 500,000 clients...to end oversight of the annual financial planning and investment prioritization process in coordination with Wealth … more
- Citigroup, Inc. (Irving, TX)
- …information from multiple sources and help prioritize product enhancements or support decisions. Effective communication and interpersonal skills are required to ... tracking business priorities, incorporating regulatory and compliance requirements and investment tracking Creates a product vision aligned to business priorities… more
- 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
- Citigroup, Inc. (Jacksonville, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... About Citi : Citi , the leading global bank,...and appropriate approval of risk associated with business changes. Support teams in the quality, completeness, and accuracy of… more
- 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 (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 (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 (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 (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 (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 (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 (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 (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 (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 (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 (Brooklyn, 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 (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
