- 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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- …of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited ... and best practices within the industry. + Understand broader One Citi and Citi Private Bank product offerings including: trusts, custody, banking 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 solutions for... Client and Citigold as part of their wider Citi relationship. Citi Private Client and… more
- Citigroup (New York, NY)
- …to ultra-high net worth to family offices. The main segments of the business are Citi Private Bank , Wealth at Work, and Citigold. **Responsibilities:** ... analysis methodologies to create and analyze reports that gauge Citi 's alignment with forecasted performance. The Wealth ...gauge Citi 's alignment with forecasted performance. The Wealth FP&A team is an integral part of the… more
- Citigroup (New York, NY)
- …RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment ... Excel and Outlook (intermediate/advanced skills); Qvidian **Job Family Group:** Private Client Product Services **Job Family:** Investment Managed Sales **Time… more
- Citigroup (New York, NY)
- …connectivity and engagement between Markets and Citi Wealth clients within Citi Private Bank , Wealth at Work and Citigold / CPC channels in ... Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on capital markets...make them digestible to the UHNW and family office Private Bank client base + Excellent analytical,… more
- Citigroup (New York, NY)
- …**Mortgages, Securities Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank , Wealth at Work and Citigold.** ... for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance...role will be to support the **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** team with the… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… 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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (Paramus, NJ)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (San Francisco, CA)
- …Global Family Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage ... and franchise cross-sell for the Family Office segment across Citi Wealth . **KEY CONTRIBUTIONS AND TASKS** **:**...incremental revenue and new client acquisition strategies in a private bank and/or institutional banking setting +… more
- Citigroup (Boston, MA)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and...Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi … more
- Citigroup (Miami, FL)
- …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...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (New York, NY)
- Please note that this is a NYC-based role, supporting Citi Private Bank in Canada. This role requires registration for securities both in the US and in ... Canada. Investment Counselors joining Citi Private Bank will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… 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 ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (New York, NY)
- …Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement ... Citi Wealth Planner** The ...problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi … more
- Citigroup (San Francisco, CA)
- …a reputation of execution and excellence. + Create a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending ... Citi Wealth Lending provides competitive borrowing... Citi Wealth Lending provides competitive borrowing solutions that are...Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on… more
- Citigroup (New York, NY)
- …+ Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private Bank investors in the region and for ... in a clear and concise manner. + Define and present to the sales force Citi Private Bank 's Regional Views in consultation with Citi Research regional… 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 ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives… more