- 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)
- … 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 (Los Angeles, CA)
- … 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 (Ridgewood, 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 (Los Angeles, CA)
- …/ 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 (San Francisco, 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...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 (San Francisco, CA)
- …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 (Greenwich, CT)
- …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)
- … 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 Antonio, TX)
- …other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:** Full… 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)
- …structures (trusts, investment holding vehicles and insurance solutions) to high-net-worth clients of Citi Private Bank (CPB). + Attend client meetings with ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth … 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
- Citigroup (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 ... 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 (Jacksonville, FL)
- …to Post Trade surveillance tasks that may span across the Consumer, Citi Private Bank and Wealth at Work lines of business. These tasks may include Level ... 3 escalations for e-communications across all applicable employees within the Wealth organization. Other responsibilities may include Level 1 disposition of various… more
- Citigroup (New York, NY)
- …**Securities Backed Lending, Structured Finance etc. and for key client segments, Citi Private Bank and Wealth at Work.** + Responsible for consolidation ... role responsible for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance team. The overall… more
- Citigroup (San Francisco, CA)
- … 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