- 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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- …of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited ... and best practices within the industry. + Understand broader One Citi and Citi Private Bank product offerings including: trusts, custody, banking and… 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 solutions for... Client and Citigold as part of their wider Citi relationship. Citi Private Client and… more
- Citigroup (New York, NY)
- …connectivity and engagement between Markets and Citi Wealth clients within Citi Private Bank , Wealth at Work and Citigold / CPC channels in ... Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on capital markets...make them digestible to the UHNW and family office Private Bank client base + Excellent analytical,… more
- Citigroup (New York, NY)
- …**Mortgages, Securities Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank , Wealth at Work and Citigold.** ... for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance...role will be to support the **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** team with the… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… more
- Citigroup (Paramus, NJ)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (New York, NY)
- Please note that this is a NYC-based role, supporting Citi Private Bank in Canada. This role requires registration for securities both in the US and in ... Canada. Investment Counselors joining Citi Private Bank will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (New York, NY)
- …Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement ... Citi Wealth Planner** The ...problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi … more
- Citigroup (New York, NY)
- …+ Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private Bank investors in the region and for ... in a clear and concise manner. + Define and present to the sales force Citi Private Bank 's Regional Views in consultation with Citi Research regional… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, Wealth at ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives… more
- Citigroup (New York, NY)
- …**Securities Backed Lending, Structured Finance etc. and for key client segments, Citi Private Bank and Wealth at Work.** + Responsible for consolidation ... role responsible for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance team. The overall… more
- Citigroup (New York, NY)
- …Wealth Management businesses across Consumer Bank and Citi Private Bank . **Job Background/Context** The Wealth Lending business provides financing ... The role sits within the Wealth Credit Management team of Citi Global Wealth , a Division of Citi focused on serving the needs of clients across the… more
- Citigroup (New York, NY)
- …Personal Banking (consisting of Branded Cards, Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank , Wealth at ... **Group Description:** Citi Treasury manages the balance sheet, capital, and...risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (New York, NY)
- **Position Overview:** Citi Private Bank 's Art Advisory team has been a leader in the art advisory field since 1979, a regulated fiduciary providing ... with legal and regulatory requirements in keeping with the policies of the Citi Private Bank Balance understanding of art market with requirements of… more
- Citigroup (New York, NY)
- …deepening, onboarding, and engagement processes. + Managing end-to-end Impact to wealth banking segments (Citigold/Citigold Private Clients) by tracking client ... **Job Description:** The Citigold/Citigold Private Client Banking Segmentation Program Lead is a...engaging clients for deepening opportunities, along with new to bank offers with a focus on wealth … more
- Citigroup (New York, NY)
- Citi Wealth is a premier wealth ...Wealth franchise. This role will partner closely across the Private Bank , Wealth at Work, and ... necessary to make informed decisions. Position Overview: This position under Citi Global Wealth will play a role in transforming data into strategic insights… more
- Citigroup (New York, NY)
- …family. Preferred Custody Services is a product within the Banking and Custody unit of Citi Private Bank 's North America region, and is part of the ... larger Wealth Group division of Citigroup. The group is client...daily administration and servicing of the Custody Product to Private Bank clients nationwide. + Act as… more
- Citigroup (New York, NY)
- …client capital + Key stakeholders include coverage leads (Corporate, Commercial, Private Bank , Financial Institutions), product heads (Markets, Banking, ... team is focused on enhancing the client management dimension across all of Citi , delivering timely and accurate client financials and providing insight into client… more