- 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)
- …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)
- …**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 (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 (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 (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)
- …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 (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
- 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 (New York, NY)
- …Wealth Management businesses across Consumer Bank and Citi Private Bank . **Job Background/Context** The Wealth Lending business provides financing ... The role sits within the Wealth Credit Management team of Citi Global Wealth , a Division of Citi focused on serving the needs of clients across the… more
- Citigroup (New York, NY)
- …Personal Banking (consisting of Branded Cards, Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank , Wealth at ... **Group Description:** Citi Treasury manages the balance sheet, capital, and...risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (Jersey City, NJ)
- …apply! Our people make all the difference in our success. **Organizational Context** Citi , the leading global bank , has approximately 200 million customer ... We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global... spectrum. It has been created by combining the Wealth Management businesses across Citigold / Citigold Private… more
- Citigroup (New York, NY)
- …B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) ... are directly affected by the performance of the individual. Wealth Business Treasury is a global team that partners...week, It cannot be done remotely or from another Citi office. **Responsibilities:** + Contributes to the liquidity, balance… more
- Citigroup (Queens, NY)
- … Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients through its global footprint ... Citi 's Wealth business serves the needs... Citi 's Wealth business serves the needs of clients across...control related regulatory interactions globally, including items related to Citi regulatory commitments with Wealth impact. +… more
- Citigroup (New York, NY)
- Citi Wealth is a premier wealth ...Wealth franchise. This role will partner closely across the Private Bank , Wealth at Work, and ... necessary to make informed decisions. Position Overview: This position under Citi Global Wealth will play a role in transforming data into strategic insights… more