- 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 (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 (New York, NY)
- …Private Equity & Real Estate Product Development Analyst is a member of the Citi Wealth Alternatives and Investment Managers Solutions Product Management ... and Pipeline Reviews * Assisting and coordinating with the investment counselors and bankers in the distribution and sales...Excel, Word, Adobe and PowerPoint. * Familiarity with navigating Citi Wealth global operations a plus **Job… more
- Citigroup (New York, NY)
- …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 Planner Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... determine technical approaches and strategies for the area. **Responsibilities:** + Work with Private Bankers to identify prospects and present value propositions… 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)
- …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)
- …individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work . **Responsibilities:** + Lead client onboarding ... The Investment Relationship Officer is a seasoned professional role....of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Global Solution Sales (Consumer, HealthCare, and Life Sciences)** **About Citi ** Citi , the leading global bank, has...and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our… 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)
- …leader, with deep expertise in blockchain, digital assets, market structure, and Citi 's institutional and consumer businesses. We work across businesses such ... The Citi Ventures - Enterprise Digital Assets team focuses...+ Originate and assess new business opportunities, ventures, and investment targets + Prepare internal and external communications for… more
- Citigroup (New York, NY)
- …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 (Jersey City, NJ)
- …Leadership Standards: We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused ... can offer, and ultimately help them achieve their goals. Citi Global Wealth serves over 500,000 clients...to end oversight of the annual financial planning and investment prioritization process in coordination with Wealth … 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)
- …the development and measurement of sales performance metrics for Citi Global Wealth franchise. The candidate will also work towards achieving consensus on ... Citi Wealth is a premier wealth...Scorecard performance planning and execution across the Private Bank, Wealth at Work and Citigold Wealth … more