- Citigroup (New York, NY)
- …Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (Paramus, NJ)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial... Private Client and Citigold as part of their wider Citi relationship . Citi Private Client and ... their wealth . Lending is a key product offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated into… more
- Citigroup (Los Angeles, CA)
- …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (Washington, DC)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management, communication and influencing… more
- Citigroup (San Francisco, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (Greenwich, CT)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, ... an experienced investment professional with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... relationships with key partners throughout CPB and the wider Citi . They will be entrepreneurial and capable of bringing...advisory approach to account planning, focusing on the investment relationship in partnership with the Banker. + Arrange and… more
- Citigroup (San Francisco, CA)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (San Francisco, CA)
- …Work: Enterprise** The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy ... their short term investments away from traditional banking accounts, Citi Wealth provides advice and execution. A...or Corp Banking experience a plus + Sales and relationship management skills including a track record of building… more
- Citigroup (Tampa, FL)
- … Wealth Deposits and Lending Operational Risk Management (ORM). Responsible for executing Citi 's ICRM risk framework activities relevant to Wealth SBL and ORM ... Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management (ICRM) and Global… more
- Citigroup (Jacksonville, FL)
- The Learning Execution and Relationship Management for Wealth will be under the Learning Implementation Services team. The main focus will be to execute ... end to end of the operative / administrative activities related with Wealth + Leads program execution activities regarding logistics (virtual/in person), LMS… more
- Citigroup (New York, NY)
- **Americas Wealth Markets Business Manager** The Americas Wealth Markets Business Manager is a critical role supporting the execution of business-defined ... initiatives for the Americas Wealth Markets business while ensuring ongoing adherence to internal...related product / functional knowledge + Team player and relationship management skills + Ability to work under pressure… more
- Citigroup (San Antonio, TX)
- The Wealth Services Resource Specialist is a subject matter expert on investment and banking procedures and processes. The Wealth Services Resource Specialist ... with a focus on effective issue resolution for our clients. The Wealth Services Resource Specialist provides first level support and escalation to licensed… more
- Citigroup (Jacksonville, FL)
- **Overview of the Organization:** Citi , the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and ... jurisdictions. Citi provides consumers, corporations, governments, and institutions with a...corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and… more