- Harness (Boston, MA)
- …VC and strategic firms, including JP Morgan, Capital One Ventures, Citi Ventures, ServiceNow, Splunk Ventures, Norwest Venture Partners, Adage Capital Partners, ... Alkeon Capital, Battery Ventures, Sorenson Capital, Thomvest Ventures and Silicon Valley Bank . Position Summary Harness is looking for sales champions and leaders… more
- Citigroup (Beverly Hills, CA)
- …world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable… more
- Citigroup (Costa Mesa, CA)
- …net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at ... business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its… more
- Citigroup (New York, NY)
- …world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable… more
- Citigroup (Atlanta, GA)
- …within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... internal and external clients, incorporating the views of The Private Bank 's Investment Committee. +...on financial markets, and products and services offered by Citi Private Bank . + Adhere… more
- Citigroup (San Francisco, CA)
- …world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable… 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 ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… 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 ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… 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 ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… 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. + ... credit offerings, liaising with the CPB Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is...core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect… more
- Citigroup (New York, NY)
- …Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management... Client and Citigold as part of their wider Citi relationship. Citi Private Client… more
- Citigroup (New York, NY)
- …corporate finance and credit structuring and ideally has past experience working with private equity firms. The Sponsor Coverage Banker will be part of the ... Commercial Bank Sponsor Finance Group and will report into the...which can be achieved through partnership with Bankers, other Citi businesses, Independent Risk, Business Risk, compliance, product specialists… more
- Citigroup (Ridgewood, NJ)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private...brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … 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...affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth's client segments (Citigold/ Citigold Private Client, Wealth at ... This role reports to the Global Head of Investment Solutions and responsible for the global sales...Work and Private Bank ), product education and implementation ideas. This role requires… more
- Citigroup (San Francisco, CA)
- …an experienced lending product specialist and Credit Officer within the Investment Finance business, with direct client coverage responsibility.The Transactor is ... and sound credit judgment and has the responsibility to work with Private Bankers for completing the due diligence, underwriting, obtaining approval and… more
- Citigroup (New York, NY)
- …Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Citi Wealth is a leading provider of financial...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as… more
- Citigroup (New York, NY)
- … Citi Wealth. Global Lending partners with all three Citi Wealth client segments, Citi Private Bank , Wealth at Work and CitiGold/ Citi Private ... form part of the COO and Lending leadership team. Citi Wealth is a leading provider of financial solutions...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as… more
- Citigroup (Fort Lauderdale, FL)
- …of the risks. Focus on understanding the client's financial strength, investment objectives, risk tolerance, investment /collateral portfolio characteristics, etc ... Manage and maintain a portfolio of credit exposures to Citi 's North American Wealth clients + Assist with portfolio...of collateral analysis + Ability to work within the bank 's Credit Risk Management framework, policies and procedures +… more
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