• Citi Private Bank

    Citigroup (Beverly Hills, CA)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
    Citigroup (05/14/25)
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  • SVP, Private Banker - Citi

    Citigroup (Los Angeles, CA)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
    Citigroup (05/03/25)
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  • Citi Private Bank

    Citigroup (Beverly Hills, CA)
    …of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable of bringing… more
    Citigroup (06/20/25)
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  • Citi Wealth at Work / Law Firm Group…

    Citigroup (Los Angeles, CA)
    …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what… more
    Citigroup (04/16/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (Los Angeles, CA)
    …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... Citi Global Wealth brings together the full power...affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace… more
    Citigroup (07/08/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank more
    Citigroup (04/17/25)
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