- Citigroup (Costa Mesa, CA)
- …net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at ... business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its… more
- Citigroup (Costa Mesa, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (Chino Hills, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private...brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more