- Citigroup (New York, NY)
- …investment needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and ... captures wealth management in the workplace through Citi Global Wealth at Work ....we aim to be your comprehensive financial partner. The Investment Counselor Principal is a strategic professional who closely… more
- Citigroup (New York, NY)
- …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...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Citigroup (Paramus, 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...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (New York, NY)
- … Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client ... 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)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- … investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ ... Citigold Private Client, Wealth at Work and Private Bank), product education and implementation ideas....training sessions (regional and global) + Roadshow Management - work with Bankers and Investment Counselors to… more
- Citigroup (New York, NY)
- …will oversee the execution, governance, and delivery methodology for strategic wealth management initiatives and large-scale programs in a simpler, faster, more ... This role will reignite our delivery methodology to meet the ambitions of wealth leadership and business goals, driving efficiency, reducing costs, and enabling net… 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 ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the… more
- Citigroup (New York, NY)
- …the region + Transmit Global Investment Committee views to the field and to Citi Private Bank Clients + Work with the Investments Lab to identify asset ... sub-function/job family. **Responsibilities:** + Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private… more
- Citigroup (New York, NY)
- …impact + Complete financial deliverables including monthly forecasts, the annual investment process, client reporting and ad hoc requests + Leverage technology ... preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. **Job Family… more
- Citigroup (New York, NY)
- …This role requires registration for securities both in the US and in Canada. Investment Counselors joining Citi Private Bank will be distinguished and highly ... accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Citi , the leading global bank, has approximately 200...foster a culture where the best people want to work , where individuals are promoted based on merit, where… more
- Citigroup (Jersey City, NJ)
- …Innovation** : Integrate emerging technologies, including AI, analytics, and automation, to enhance Citi 's wealth and investment capabilities. + **Client & ... Citi Global Wealth is a leading...driving the technology strategy, execution, and innovation for our investment platforms across private banking and affluent wealth… more
- Citigroup (New York, NY)
- …Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth at Work , and Citigold). **Role Description:** This is a senior ... **Group Description:** Citi Treasury manages the balance sheet, capital, and...risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (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 ... 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 (New York, NY)
- **Americas Wealth Markets Business Manager** The Americas Wealth Markets Business Manager is a critical role supporting the execution of business-defined ... initiatives for the Americas Wealth Markets business while ensuring ongoing adherence to internal...(i) business initiative coordination and execution - including technology book-of- work (BOW) management (ii) corrective action plan (CAP) drafting… more
- Citigroup (New York, NY)
- … products through separately managed accounts and portfolio construction; these include Citi Investment Management (CIM) model and custom strategies, CIM Equity ... solutions portion of our business while ensuring broad participation across all of Citi Wealth 's client segments. + Understand and discuss current and historical… more
- Citigroup (New York, NY)
- …**Mortgages, Securities Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank, Wealth at Work and Citigold.** + ... financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The Balance… more