- Citigroup, Inc. (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup, Inc. (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Overview of Citi : Citi is a world-leading global...promoting cultural change across the organization. You will also work with various technology teams to push the adoption… more
- Citigroup, Inc. (Eastchester, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… 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)
- …. Global Lending partners with all three Citi Wealth client segments, Citi Private Bank, Wealth at Work and CitiGold/ Citi Private Clients, ... form part of the COO and Lending leadership team. Citi Wealth is a leading provider of...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment … 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)
- 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 ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and… 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 Planner Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... determine technical approaches and strategies for the area. **Responsibilities:** + Work with Private Bankers to identify prospects and present value propositions… 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 ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- Job Description The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… 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)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... and approaches in own field to directly impact the work of others and the results of the organization....strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group… more
- Citigroup (Greenwich, CT)
- … needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly ... The Investment Counselor Principal is a strategic professional who...that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... and approaches in own field to directly impact the work of others and the results of the organization....an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (New York, NY)
- …individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work . **Responsibilities:** + Lead client onboarding ... The Investment Relationship Officer is a seasoned professional role....of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Global Solution Sales (Consumer, Healthcare, and Life Sciences)** **About Citi ** Citi , the leading global bank, has...and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our… 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
