• Citi Private Bank

    Citigroup (Beverly Hills, CA)
    …world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable… more
    Citigroup (06/20/25)
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  • Citi Private Bank

    Citigroup (Costa Mesa, CA)
    …net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at ... business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its… more
    Citigroup (07/11/25)
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  • SVP, Private Banker - Citi

    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 (05/03/25)
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  • Citi Private Bank

    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 (05/14/25)
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  • Citi Wealth at Work / Law Firm Group…

    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 (04/16/25)
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  • Citi Wealth at Work - Law Firm Group…

    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 (07/08/25)
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  • Senior Wealth Advisor

    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
    Citigroup (04/17/25)
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