- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities 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 ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities 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 ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of...relationship . US Credit Card solutions are provided to Wealth clients via Citi Personal Banking. This role ... wealth . Lending is a key product offering within Citi Wealth . Lending provides competitive borrowing solutions...Credit Card team. + Demonstrated ability to build internal relationship with broad stakeholders across the franchise in order… 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 ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management, communication and influencing… more
- Citigroup (New York, NY)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, ... an experienced investment professional with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales… more
- Citigroup (Huntington, NY)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (New York, NY)
- …to analytics and proposals to enhance client experience + Explore all areas of Citi Wealth while building a strong professional network and contributing to ... 's is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. ...looking for the following characteristics: * Strong interpersonal and relationship -building skills * High level of personal integrity, commitment… more
- Citigroup (Greenwich, CT)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... 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)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + ... 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 (Smithtown, NY)
- …individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly ... The Wealth Regional Director is a senior leader within...on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as… more
- Citigroup (New York, NY)
- …Sales Officer - Global Solution Sales (Consumer, Healthcare, and Life Sciences)** **About Citi ** Citi , the leading global bank, has approximately 200 million ... accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of… more
- Citigroup (New York, NY)
- …role** We're looking for an experienced and driven strategic leader to join our Citi Wealth Communications team. The individual in this role will be responsible ... for developing and executing holistic, proactive and strategic communications plans for Citi Wealth 's primary business lines: Citi Private Bank, Citigold and… more
- Citigroup (New York, NY)
- …and the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range ... world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup (New York, NY)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… more
- Citigroup (New York, NY)
- The Wealth Lending Advisor for Asset Management Group (AMG) is a strategic professional lender who closely follows the latest trends in the Asset Management industry ... own job and the business. The position supports all Wealth Private Bankers whose clients and prospects are partners...closely with both Private and Institutional Bankers to broaden Citi relationships globally. The Lending Advisor will lead lending… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Good understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. + ... the platform. + Collaborative Partner: Works effectively with advisors, bankers, relationship managers, and other stakeholders. + Data-Driven: Uses data to inform… more
- Citigroup (Rockville Centre, NY)
- …branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products ... access to the best ideas and solutions tailored to their unique needs and aspirations. Citi Global Wealth offers a wide range of products and services covering… more