- Citigroup (San Francisco, CA)
- …and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi 's full suite of banking and wealth management solutions to our ... a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law … more
- Citigroup (Palo Alto, CA)
- …and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi 's full suite of banking and wealth management solutions to our ... a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law … more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... opportunities to grow the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to… more
- Citigroup (San Francisco, CA)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (San Francisco, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (San Francisco, CA)
- …advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and ... effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and… more
- Citigroup (San Francisco, CA)
- …through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build ... net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Citigroup (San Francisco, CA)
- …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...a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law… more
- Citigroup (San Francisco, CA)
- …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...problem solver and a goal-oriented team player able to work without direction . Securities Industry Essentials - SIE,… more
- Citigroup (San Francisco, CA)
- 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 (San Ramon, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending ... a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law … more
- Citigroup (San Francisco, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (Oakland, CA)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the...on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to… more
- Citigroup (San Francisco, CA)
- …and loyalty, increase sales, deepen relationships and drive increased engagement with Citi products and services. This role is responsible for the execution of ... inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service… more