- 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 ... quality team. + In addition to the role of Private Banker , the Team Leader will also...strong relationships and partners with support functions across the Citi Private Bank to maintain… 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 ... and in line with the fundamental interests of the Citi Private Bank . + Help...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… 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 ... trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should...advice and after sales execution (in partnership with the Banker team) + Implement a strategic advisory approach to… 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 ... trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should...advice and after sales execution (in partnership with the Banker team) + Leverage existing client relationships, local network… more
- Citigroup (Atlanta, GA)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (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 ... net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup (Boston, MA)
- …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working ... meetings to stay current on financial markets, and products and services offered by Citi Private Bank . + Adhere to a specific prospecting code of conduct,… more
- Citigroup (Boston, MA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... and in line with the fundamental interests of the Citi Private Bank . + Help...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (Dallas, TX)
- …Full Time Salary Range:** $170,000.00 - $300,000.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary and formulaic ... incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &...401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned… more
- Citigroup (Los Angeles, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... management & planning services and access to a dedicated Private Banker . We also support firms, and...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… more
- Citigroup (Palo Alto, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... management & planning services and access to a dedicated Private Banker . We also support firms, and...in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and… more
- Citigroup (Los Angeles, CA)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... Citi Global Wealth brings together the full power of...management & planning services and access to a dedicated Private Banker . We also support firms, and we… more
- Citigroup (Paramus, NJ)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private 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...brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more
- Citigroup (New York, NY)
- …The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement ... to solve problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:**… more
- Citigroup (New York, NY)
- …third party Escrow Agent product is a product within the Banking and Custody unit of Citi Private Bank 's North America region, within Citi Global ... preferred._ + _University Degree. Master's degree preferred._ **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage ... and in line with the fundamental interests of the Citi Private Bank . + Help...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (Miami, FL)
- The Private Banker Principal is a strategic...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively ... and in line with the fundamental interests of the Citi Private Bank . + Help...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …+ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... issue refunds within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and… more
- Citigroup (Beverly Hills, CA)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Beverly… more
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