- Citigroup (Beverly Hills, CA)
- …within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... internal and external clients, incorporating the views of The Private Bank 's Investment Committee. +...on financial markets, and products and services offered by Citi Private Bank . + Adhere… more
- Citigroup (Los Angeles, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (Beverly Hills, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (Los Angeles, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively...relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of… more
- Citigroup (Los Angeles, CA)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... Citi Global Wealth brings together the full power...affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace… more
- Citigroup (Downey, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private...brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more