- Citigroup (New York, NY)
- …investment needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and ... captures wealth management in the workplace through Citi Global Wealth at Work ....we aim to be your comprehensive financial partner. The Investment Counselor Principal is a strategic professional who closely… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Citigroup (Paramus, NJ)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (New York, NY)
- … Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client ... Citi Wealth is a leading provider...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment … 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 ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (Greenwich, CT)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... 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)
- … investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ ... Citigold Private Client, Wealth at Work and Private Bank), product education and implementation ideas....training sessions (regional and global) + Roadshow Management - work with Bankers and Investment Counselors 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 development ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the… more
- Citigroup (New York, NY)
- …the region + Transmit Global Investment Committee views to the field and to Citi Private Bank Clients + Work with the Investments Lab to identify asset ... sub-function/job family. **Responsibilities:** + Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private… more
- Citigroup (New York, NY)
- …impact + Complete financial deliverables including monthly forecasts, the annual investment process, client reporting and ad hoc requests + Leverage technology ... preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. **Job Family… more
- Citigroup (New York, NY)
- …This role requires registration for securities both in the US and in Canada. Investment Counselors joining Citi Private Bank will be distinguished and highly ... accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Citi , the leading global bank, has approximately 200...foster a culture where the best people want to work , where individuals are promoted based on merit, where… more
- Citigroup (New York, NY)
- …Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth at Work , and Citigold). **Role Description:** This is a senior ... **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)
- **Americas Wealth Markets Business Manager** The Americas Wealth Markets Business Manager is a critical role supporting the execution of business-defined ... initiatives for the Americas Wealth Markets business while ensuring ongoing adherence to internal...(i) business initiative coordination and execution - including technology book-of- work (BOW) management (ii) corrective action plan (CAP) drafting… more
- Citigroup (New York, NY)
- … products through separately managed accounts and portfolio construction; these include Citi Investment Management (CIM) model and custom strategies, CIM Equity ... solutions portion of our business while ensuring broad participation across all of Citi Wealth 's client segments. + Understand and discuss current and historical… more
- Citigroup (New York, NY)
- …**Responsibilities:** + As part of the Capital Markets Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on ... and delivering our expansive products and services offerings to Investment Counselors (ICs), Private Bankers, Financial Advisors and clients....and Citi Wealth clients within Citi Private Bank, Wealth at Work… 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.** + ... financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The Balance… more
- Citigroup (New York, NY)
- …responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales ... results to ensure that effective controls are in place. Work closely with the Global and Regional Market Managers...investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers… more
- Citigroup (New York, NY)
- …location. Duties: Communicate the investment process and market conditions at Citi Investment Management while building superb relationships with our CIM ... utilize quantitative tools to analyze portfolio exposures and risk-factors. Participate in investment meetings and work closely with CIM portfolio managers and… more