- Citigroup (Huntington, 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 (Hewlett, 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 (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 (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… 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 (Los Angeles, CA)
- …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools… more
- Citigroup (Boston, MA)
- …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... Citi Global Wealth brings together the...client teams and transactions / Demonstrated track record in relationship selling **Education:** + Bachelor's/University degree, Master's degree preferred… more
- Citigroup (Los Angeles, CA)
- 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 (Palo Alto, CA)
- 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 (Boston, MA)
- …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 (Atlanta, GA)
- …record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job ... **Private Bankers at Citi develop and deepen client relationships in order...client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add… 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)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …and the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range ... world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup (Miami, FL)
- …to analytics and proposals to enhance client experience + Explore all areas of Citi Wealth while building a strong professional network and contributing to ... 's is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. ...looking for the following characteristics: * Strong interpersonal and relationship -building skills * High level of personal integrity, commitment… more
- Citigroup (Chicago, IL)
- …individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly ... The Wealth Regional Director is a senior leader within...on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of...Private Client and Citigold as part of their wider Citi relationship . Our Lending Advisors partner with ... to support our clients comprehensively. Lending is a key offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically… more
- Citigroup (New York, NY)
- …Wealth . The Trust Services Referral Program is a revenue-generating program leveraged by Wealth 's sales organization to drive value for Citi 's clients to meet ... dynamic Investor Solutions team that interface with Advisors and Bankers across Wealth , while maintaining "best in class" relationship management with… more
- Citigroup (Irving, TX)
- …responsible for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and operations. The ... client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These products and… more
- Citigroup (New York, NY)
- …served through institutional partnerships. This is a unique opportunity to define how Citi shows up in the workplace wealth space - delivering personalized, ... client segment. **Responsibilities:** + Define the global marketing strategy for Citi 's Wealth at Work business, spanning brand, product, education,… more