- 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 ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (San Francisco, CA)
- …of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable of bringing… more
- Citigroup (San Francisco, CA)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at… 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. + ... core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect...Salary Range:** $192,000.00 - $288,000.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary… more
- Citigroup (San Francisco, CA)
- …client events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… more
- Citigroup (San Francisco, CA)
- …record in driving incremental revenue and new client acquisition strategies in a private bank and/or institutional banking setting + Extensive and proven ... Family Office Group ("the Group") is a global strategic segment anchored within Citi Wealth. The Group works in close partnership with regional coverage and product… more
- Citigroup (San Francisco, CA)
- …a reputation of execution and excellence. + Create a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending ... our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities… 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 ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (San Francisco, CA)
- …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working ... meetings to stay current on financial markets, and products and services offered by Citi Private Bank . + Adhere to a specific prospecting code of conduct,… 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 ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...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 ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more