- Citigroup (Palo Alto, CA)
- …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...unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent… more
- Citigroup (Palo Alto, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... The Banker SAFE Act is a strategic professional who...and in line with the fundamental interests of the Citi Private Bank . + Help team members… more
- Citigroup (Morgan Hill, CA)
- …including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc.… more
- Citigroup (Morgan Hill, CA)
- …+ Introduce clients to segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc. + Keep abreast of ... risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the...on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to… more