- Citigroup (Jacksonville, FL)
- The Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a… more
- Citigroup (Bronxville, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... operates in the affluent and high-net worth segments through Citigold (R) and Citigold (R) Private Client and captures...workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a… more
- Citigroup (Studio City, CA)
- …total RBB Revenue contributions at Citi. * Deliver client satisfaction and relationship profitability. Be primary point of contact. * Leverage, coordinate, and ... & Collaboration and Effective Controls * Partner with Commercial Banking, Mortgage, CitiGold , and PWM to ensure ongoing and appropriate client communication to… more
- Citigroup (New York, NY)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Bank, operates in the affluent and high-net worth segments through Citigold (R) and Citigold (R) Private Client and captures wealth management in the workplace… more