- 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 ... quality team. + In addition to the role of Private Banker , the Team Leader will also...strong relationships and partners with support functions across the Citi Private Bank to maintain… more
- Citigroup (Greenwich, CT)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... and in line with the fundamental interests of the Citi Private Bank . + Help...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- 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 ... and in line with the fundamental interests of the Citi Private Bank . + Help...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should...advice and after sales execution (in partnership with the Banker team) + Implement a strategic advisory approach 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 ... net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup (New York, NY)
- The Private Bank LFO is accountable for leading the development and execution of financial objectives related to the P&L, balance sheet, expenses, capital, and ... risk. The LFO is a key member of the Private Bank business management team and supports...Salary Range:** $250,000.00 - $500,000.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary… more
- Citigroup (New York, NY)
- …The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement ... to solve problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:**… 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...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as… more
- Citigroup (New York, NY)
- …third party Escrow Agent product is a product within the Banking and Custody unit of Citi Private Bank 's North America region, within Citi Global ... preferred._ + _University Degree. Master's degree preferred._ **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage ... and in line with the fundamental interests of the Citi Private Bank . + Help...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... issue refunds within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and… more
- Citigroup (New York, NY)
- …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working ... meetings to stay current on financial markets, and products and services offered by Citi Private Bank . + Adhere to a specific prospecting code of conduct,… more
- Citigroup (New York, NY)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** New York… more
- Citigroup (New York, NY)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** New… more
- Citigroup (Huntington, NY)
- …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 (New York, NY)
- …proactive and strategic communications plans for Citi Wealth's primary business lines: Citi Private Bank , Citigold and Wealth at Work. This role ... execute communications strategy, with an emphasis on streamlined, cohesive messaging across Citi Private Bank , Citigold, Wealth at Work + Manage pipeline of… more
- Citigroup (New York, NY)
- … Citi Private Client, International Private Bank and Citi Private Bank brands. **Job Description:** The Investments Experience Lead will ... **About Citi Wealth** Citi Wealth is focused...**About Citi Wealth** Citi Wealth is focused on serving the needs...spectrum. By building on the strengths and capabilities across Citi , we intend to transform the way we serve… more
- Citigroup (New York, NY)
- …across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's...high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace… more
- Citigroup (New York, NY)
- …call reports + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening ... equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** New… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management… more