- Citigroup (New York, NY)
- …Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… 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 ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial... Private Client and Citigold as part of their wider Citi relationship . Citi Private Client and ... their wealth . Lending is a key product offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated into… more
- Citigroup (Los Angeles, CA)
- …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools… more
- Citigroup (Atlanta, GA)
- …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... Citi Global Wealth brings together the...client teams and transactions / Demonstrated track record in relationship selling **Education:** + Bachelor's/University degree, Master's degree preferred… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … 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 ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management, communication and influencing… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... 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 (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... 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 (New York, NY)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... 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 (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 (New York, NY)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, ... an experienced investment professional with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales… more
- Citigroup (New York, NY)
- …of the individual. This individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + ... The Investment Relationship Officer is a seasoned professional role. Applies...to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and… more
- Citigroup (Washington, DC)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (Tampa, FL)
- … Wealth Deposits and Lending Operational Risk Management (ORM). Responsible for executing Citi 's ICRM risk framework activities relevant to Wealth SBL and ORM ... Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management (ICRM) and Global… more
- Citigroup (Queens, NY)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (Jacksonville, FL)
- The Learning Execution and Relationship Management for Wealth will be under the Learning Implementation Services team. The main focus will be to execute ... end to end of the operative / administrative activities related with Wealth + Leads program execution activities regarding logistics (virtual/in person), LMS… more
- Citigroup (Florence, KY)
- Citi is optimizing its relationship structure to realize a fully integrated delivery model and partnerships to deliver a remarkable customer experience, all ... risk to our clients and our franchise. With the changing global environment, Citi reprioritized focus on financial crimes, creating a Financial Crimes and Fraud… more
- Citigroup (New York, NY)
- **Americas Wealth Markets Business Manager** The Americas Wealth Markets Business Manager is a critical role supporting the execution of business-defined ... initiatives for the Americas Wealth Markets business while ensuring ongoing adherence to internal...related product / functional knowledge + Team player and relationship management skills + Ability to work under pressure… more
- Citigroup (New York, NY)
- …Client Delivery team, which maintains a mandate to help deliver the best of Citi across our client franchise, ensuring we are consistent, unified, and disciplined in ... The job requires a comprehensive understanding of the Institutional and Wealth client businesses, combined with a solid conceptual / practical grounding… more