- Citigroup (Boston, MA)
- …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 (Beverly Hills, 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)
- …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 (New York, NY)
- …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 (New York, NY)
- …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 (Boston, MA)
- …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 (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer...strong relationships and partners with support functions across the Citi Private Bank to maintain… more
- Citigroup (Atlanta, GA)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... ** Private Bankers at Citi develop and...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (Dallas, TX)
- …targets are met by each business/function + Evaluate and approve investment /expenditure requests and capital expenses for all areas/functions + Ensure approved ... Full Time Salary Range:** $170,000.00 - $300,000.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary and formulaic… more
- Citigroup (Los Angeles, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively...relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of… more
- Citigroup (Palo Alto, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and… more
- Citigroup (Los Angeles, CA)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... Citi Global Wealth brings together the full power...affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred and managerial experience The Wealth Private Bank Lead will be accountable for the accuracy and ... specialized accounting, such as equity compensation, securitization, payroll and investment accounting. + Directs and controls strategy and execution...completeness of the Private Bank financial reporting globally. This role… more
- Citigroup (New York, NY)
- …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 (Miami, FL)
- …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 (New York, NY)
- …including call reports + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… more
- Citigroup (New York, NY)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... issue refunds within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and… more
- Citigroup (New York, NY)
- … Citi Private Client, International Private Bank and Citi Private Bank brands. **Job Description:** The Investments Experience Lead will ... directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth. Investment Solutions is comprised of our… more
- Citigroup (Staten Island, NY)
- …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 (New York, NY)
- …Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management...+ Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker… more