- Citigroup (New York, NY)
- …investment needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and ... captures wealth management in the workplace through Citi Global Wealth at Work ....we aim to be your comprehensive financial partner. The Investment Counselor Principal is a strategic professional who closely… more
- Citigroup (New York, NY)
- …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...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Citigroup (Paramus, NJ)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (New York, NY)
- … Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client ... Citi Wealth is a leading provider...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment … more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... 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)
- … investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ ... Citigold Private Client, Wealth at Work and Private Bank), product education and implementation ideas....training sessions (regional and global) + Roadshow Management - work with Bankers and Investment Counselors to… 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 development ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the… more
- Citigroup (New York, NY)
- …the region + Transmit Global Investment Committee views to the field and to Citi Private Bank Clients + Work with the Investments Lab to identify asset ... sub-function/job family. **Responsibilities:** + Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private… more
- Citigroup (New York, NY)
- …This role requires registration for securities both in the US and in Canada. Investment Counselors joining Citi Private Bank will be distinguished and highly ... accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Citi , the leading global bank, has approximately 200...foster a culture where the best people want to work , where individuals are promoted based on merit, where… more
- Citigroup (New York, NY)
- …Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth at Work , and Citigold). **Role Description:** This is a senior ... **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)
- …Leadership Standards: We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused ... can offer, and ultimately help them achieve their goals. Citi Global Wealth serves over 500,000 clients...to end oversight of the annual financial planning and investment prioritization process in coordination with Wealth … 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:** + ... thinking/knowledge of data analysis methodologies to create and analyze reports that gauge Citi 's alignment with forecasted performance. The Wealth FP&A team is… more
- Citigroup (New York, NY)
- … products through separately managed accounts and portfolio construction; these include Citi Investment Management (CIM) model and custom strategies, CIM Equity ... solutions portion of our business while ensuring broad participation across all of Citi Wealth 's client segments. + Understand and discuss current and historical… more
- Citigroup (New York, NY)
- …**Responsibilities:** + As part of the Capital Markets Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on ... and delivering our expansive products and services offerings to Investment Counselors (ICs), Private Bankers, Financial Advisors and clients....and Citi Wealth clients within Citi Private Bank, Wealth at Work… 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.** + ... financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The Balance… more
- Citigroup (New York, NY)
- …responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales ... results to ensure that effective controls are in place. Work closely with the Global and Regional Market Managers...investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers… more
- Citigroup (New York, NY)
- …location. Duties: Communicate the investment process and market conditions at Citi Investment Management while building superb relationships with our CIM ... utilize quantitative tools to analyze portfolio exposures and risk-factors. Participate in investment meetings and work closely with CIM portfolio managers and… more
- Citigroup (Jersey City, NJ)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... **About Citi :** Citi , the leading global bank,...foster an environment where the best people want to work . We value and demand respect for others, promote… more