- Citigroup (San Francisco, 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 (San Francisco, CA)
- …world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable… more
- Citigroup (San Francisco, CA)
- …within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... internal and external clients, incorporating the views of The Private Bank 's Investment Committee. +...on financial markets, and products and services offered by Citi Private Bank . + Adhere… more
- Citigroup (San Francisco, 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 (San Francisco, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... credit offerings, liaising with the CPB Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is...core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect… more
- Citigroup (San Francisco, 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 (San Francisco, 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
- Citigroup (San Francisco, 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