- Citigroup (New York, NY)
- …Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… 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 ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (Paramus, NJ)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial... Private Client and Citigold as part of their wider Citi relationship . Citi Private Client and ... 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)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... 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)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, ... an experienced investment professional with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... relationships with key partners throughout CPB and the wider Citi . They will be entrepreneurial and capable of bringing...advisory approach to account planning, focusing on the investment relationship in partnership with the Banker. + Arrange and… more
- Citigroup (New York, NY)
- …Securities Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank, Wealth at Work and Citigold.** + Responsible for ... for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance...role will be to support the **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** team with the… more
- Citigroup (New York, NY)
- …namely **Securities Backed Lending, Structured Finance etc. and for key client segments, Citi Private Bank and Wealth at Work.** + Responsible for consolidation ... role responsible for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance team. The overall… more
- Citigroup (New York, NY)
- …approaches and strategies for the area. Responsibilities: This role is based within Citi Global Wealth 's Markets Group, covering client activity in FX & ... NAM clients Generate revenue by selling Foreign Exchange and Commodities products to Citi Global Wealth clients Provide relevant market updates and insight to… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
- Citigroup (Greenburgh, NY)
- …customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the provider for lending and ... other financial solutions. This includes promoting Citi and its financial services to real estate agencies,...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… 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 the Organization: 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. As a bank with a brain and… more
- Citigroup (New York, NY)
- …solving and strategic thinking skills + Demonstrated leadership, interpersonal skills and relationship building skills + Service oriented attitude + Ability to work ... + Bachelor's/University degree, Master's degree preferred **_Excited to grow your career?_** Citi is a world-leading global bank. We have approximately 200 million… 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 ... clients, market participants, and internal partners (Sales, Product, Transaction Relationship Management, Operations & Technology) to understand evolving client… more
- Citigroup (New York, NY)
- …solutions portion of our business while ensuring broad participation across all of Citi Wealth 's client segments. + Understand and discuss current and historical ... products through separately managed accounts and portfolio construction; these include Citi Investment Management (CIM) model and custom strategies, CIM Equity and… more
- Citigroup (New York, NY)
- …including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment ... Full Time Salary Range:** $61,280.00 - $85,520.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary and formulaic… more