- Citigroup (New York, NY)
- Citi Wealth services a large number...solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible ... for leading a group of ~ 30 Wealth Planning professionals around the world. These professionals partner...professionals around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client's… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of...North America, Hong Kong, Singapore and United Arab Emirates. Head of Lending Solutions for Citi Private Client ... their wealth . Lending is a key product offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated into… more
- Citigroup (New York, NY)
- …seeking a strategic, results-driven, and transformational leader to serve as the Head of Program Management, Governance & Agile Transformation. This senior leader ... will oversee the execution, governance, and delivery methodology for strategic wealth management initiatives and large-scale programs in a simpler, faster, more… more
- Citigroup (New York, NY)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, ... This role reports to the Global Head of Investment Solutions and responsible for the...Salary Range:** $250,000.00 - $500,000.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary… more
- Citigroup (New York, NY)
- …Proposal (RFP) Writer works with the Head of RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, ... advisory, custody, escrow, financing, etc. Additionally, the RFP Writer collaborates with the Head of RFP to establish and maintain the firm's RFP library, statement… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... trusting, productive relationships with key partners throughout CPB and the wider Citi . They will be entrepreneurial and capable of bringing in new… more
- Citigroup (New York, NY)
- …role reports to the Head of Client Delivery - Financial Institutions & Wealth within the Client Organization and will play a critical part in advancing the ... maintains a mandate to help deliver the best of Citi across our client franchise, ensuring we are consistent,...job requires a comprehensive understanding of the Institutional and Wealth client businesses, combined with a solid conceptual /… more
- Citigroup (New York, NY)
- …degree of responsibility over technical information and strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning ... Strategist will report to the Head of Financial Planning and will work under the...Group organization. This position will work closely with the Wealth Group Executives (Sales Managers) in the region and… more
- Citigroup (New York, NY)
- **About Citi ** Citi , the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. ... Citi provides consumers, corporations, governments and institutions with a...corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending… more
- Citigroup (New York, NY)
- **Overview of Citi :** Citi is a world-leading global bank. We have approximately 200 million customer accounts and a presence in more than 160 countries and ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial… more
- Citigroup (New York, NY)
- **Overview of Citi :** Citi is a world-leading global bank. We have approximately 200 million customer accounts and a presence in more than 160 countries and ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial… more
- Citigroup (New York, NY)
- …Banking Capital Markets and Advisory, Securities Services, Trade & Treasury Services, the Citi Commercial Bank and Global Wealth Management) Ability to leverage ... team coverage and targets Work with NA A&T Sales Head to develop and execute strategy for growing Corporate...needs and market conditions; discuss existing capabilities and support Citi product development efforts in order to maximize related… more