- Citigroup (Palo Alto, CA)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent… more
- Citigroup (San Francisco, CA)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...problem solver and a goal-oriented team player able to work without direction . Securities Industry Essentials - SIE,… more
- Citigroup (San Francisco, CA)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...problem solver and a goal-oriented team player able to work without direction + Securities Industry Essentials - SIE,… more
- Citigroup (San Francisco, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... The Banker SAFE Act is a strategic professional who...and in line with the fundamental interests of the Citi Private Bank . + Help team members… more
- Citigroup (San Francisco, CA)
- …through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to ... ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup (San Francisco, CA)
- …heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank , Commercial Bank , and Capital Markets. + Represents Citi at industry conferences and lead ... The Wealth Group Executive is accountable for management of...between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between… more
- Citigroup (San Francisco, CA)
- …including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc.… more
- Citigroup (San Francisco, CA)
- …+ Introduce clients to segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc. + Keep abreast of ... risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the...on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to… more