- Citigroup, Inc. (Beverly Hills, CA)
- As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will work closely with Private Banker teams within your designated ... and generating new banking depository and treasury management business from prospective private bank clients Directly interface with the client CFOs, CEOs,… more
- Citigroup, Inc. (Boston, MA)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... ultra-high net worth clients in the US. Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup, Inc. (Atlanta, GA)
- …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working ... to stay current on financial markets, and products and services offered by Citi Private Bank . Adhere to a specific prospecting code of conduct, which… more
- Citigroup, Inc. (Dallas, TX)
- …client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client/prospect meetings - Organize the ... to multi-task Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Private Banker Support Time… more
- Citigroup, Inc. (Miami, FL)
- …including call reports Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Assist the Banker in deepening the ... preferred Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Private Banker Support Time… more
- Citigroup, Inc. (Jersey City, NJ)
- …apply! Our people make all the difference in our success. Organizational Context Citi , the leading global bank , has approximately 200 million customer accounts ... making a positive impact on the communities we serve. Citi is building a purpose-driven team to serve its...combining the Wealth Management businesses across Citigold / Citigold Private Client. By building on the strengths and capabilities… more
- Harness (Boston, MA)
- …VC and strategic firms, including JP Morgan, Capital One Ventures, Citi Ventures, ServiceNow, Splunk Ventures, Norwest Venture Partners, Adage Capital Partners, ... Battery Ventures, Sorenson Capital, Thomvest Ventures and Silicon Valley Bank . Position Summary Harness is looking for sales champions...Split! SF Business Times - 2024 - 100 Fastest-Growing Private Companies in the Bay Area Forbes - 2024… more
- Orbiss (New York, NY)
- …the United States. Founded in 2019, Orbiss helps international small and medium-sized private companies successfully scale up in the United States. The firm offers a ... Managing a client portfolio from bookkeeping to year-end closing, including bank reconciliation, closing journal entries, P&L analysis, and supporting schedules.… more
- Harness (Mountain View, CA)
- …VC and strategic firms, including JP Morgan, Capital One Ventures, Citi Ventures, ServiceNow, Splunk Ventures, Norwest Venture Partners, Adage Capital Partners, ... Battery Ventures, Sorenson Capital, Thomvest Ventures and Silicon Valley Bank . Position Summary Harness is expanding into DevSecOps with...Split! SF Business Times - 2024 - 100 Fastest-Growing Private Companies in the Bay Area Forbes - 2024… more
- Citigroup (San Francisco, CA)
- …of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable of bringing… more
- Citigroup (New York, NY)
- …of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable of bringing… more
- Citigroup (Beverly Hills, CA)
- …of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable of bringing… more
- Citigroup (Greenwich, CT)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (Los Angeles, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (Costa Mesa, CA)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup (Miami, FL)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... ** Private Bankers at Citi develop and...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (San Francisco, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect...Salary Range:** $192,000.00 - $288,000.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary… more
- Citigroup (San Francisco, CA)
- …client events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… more
- Citigroup (Costa Mesa, CA)
- …client events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… more
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