- 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 (Palo Alto, CA)
- Citi Global Wealth brings together the...and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … 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)
- 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)
- … 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 (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 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
- Citigroup (Palo Alto, CA)
- …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)
- …members to maximize client effectiveness. + Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, ... in executing their account plans by providing guidance and support on specific deals and clients. + Provide ongoing...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (New York, NY)
- …overall strategic planning process + Evaluating business cases and analyses to support business investment decisions such as new product development, client ... of delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's… more
- Citigroup (New York, NY)
- …Develop business cases to drive strategic partnership across Wealth that give Citi a competitive advantage with clients + Support medium- to long-term plans ... member of both the COO and CIO leadership teams. Citi Wealth is a leading provider of...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment … more
- Citigroup (O'Fallon, MO)
- …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 ... is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly… more
- Citigroup (O'Fallon, MO)
- The Citi Wealth Investment Services Team Manager will have direct supervisory responsibilities over licensed associates who are handling inbound and outbound ... manage relationships with strategic partners to enhance business deliverables and ensure Citi client issues are being addressed promptly + Identify and manage… more
- Citigroup (Tampa, FL)
- … companies, powers of attorney, etc.). **Responsibilities:** + Provide key legal support on Wealth Client matters, participating in strategic initiatives, ... or address KYC/AML related aspects of such structures. + Providing cross-border legal advice/ support to wealth management initiatives as well as its products and… more
- Citigroup (San Antonio, TX)
- …goals. As an Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you will be responsible for handling end-to- ... Citi Personal Wealth Management (CPWM) provides investment services...the team. + An ability to retain knowledge and support a wide array of products and services. +… more
- Citigroup (O'Fallon, MO)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability ... within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering,… more
- Citigroup (Tampa, FL)
- …financial regulations & taxes, a keen understanding of the intricacies of wealth management. **Key Responsibilities:** **Quality Assurance:** Support the QA ... Client Tax Operations Quality Assurance (QA) team in our Wealth division. The Global Regulatory Reporting & Client Tax...& Client Tax Operations Quality Assurance (QA) VP will support rolling out and implementation of the quality assurance… more