- Citigroup (New York, NY)
- The Business Associate is a senior level position responsible for the overall administrative activities of a business . These tasks may include managing external ... audits, business continuity activities or addressing regulatory issues. The Business Associate may coordinate and manage activities such as the tracking of … more
- Citigroup (San Francisco, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments ... captures wealth management in the workplace through Citi Global Wealth at Work ....adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong… more
- Citigroup (Boston, MA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments ... captures wealth management in the workplace through Citi Global Wealth at Work ....adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong… more
- Citigroup (New York, NY)
- …the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices ... captures wealth management in the workplace through Citi Global Wealth at Work ....things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of… more
- Citigroup (Paramus, NJ)
- …the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices ... captures wealth management in the workplace through Citi Global Wealth at Work ....skills + Respond to referrals and introductions generated through business partners and recommend the best offering to clients… more
- Citigroup (New York, NY)
- … Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client ... Citi Wealth is a leading provider...are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next… 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 ... Analyst (CFA) a plus + 15+ years of relevant work experience, with demonstrable Wealth Planning leadership,...Ability to think strategically and navigate through a complex business environment to deliver results. + Strong work… more
- Citigroup (New York, NY)
- …the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices ... captures wealth management in the workplace through Citi Global Wealth at Work ....contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Citigroup (San Francisco, CA)
- …Provides advice and counsel related to the technology or operations of the business . Work impacts an entire area, which eventually affects the overall ... by considering their application in own job and the business . Recognized technical authority for an area within the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (Palo Alto, CA)
- …Provides advice and counsel related to the technology or operations of the business . Work impacts an entire area, which eventually affects the overall ... by considering their application in own job and the business . Recognized technical authority for an area within the...teams to source opportunities, prepare client pitches, and deliver Citi 's full suite of banking and wealth … more
- 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 ... to the development of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter and industry expertise within… more
- Citigroup (Tampa, FL)
- …Account Opening Specialists within Citi Wealth Operations - Private Bank/ Wealth at Work Client onboarding department. The team is responsible for ... and Know Your Customer (KYC) + Expertise in the Citi Private Bank/ Wealth at Work...with internal teams, such as technology, legal, compliance and business risk to find solutions for complex client onboarding… 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 ... inquires on lending products. The Lending Advisors partner with in- business Underwriting team and 2nd line risk to pre-screen...the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective… more
- Citigroup (Greenwich, CT)
- …in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a ... expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (New York, NY)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund...Wealth at Work and Private Bank), product education and implementation ideas.… more
- Citigroup (Chicago, IL)
- …factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… more
- Citigroup (Washington, DC)
- …factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… 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 development ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Citigroup (New York, NY)
- …Provides advice and counsel related to the technology or operations of the business . Work impacts an entire area, which eventually affects the overall ... by considering their application in own job and the business . Recognized technical authority for an area within the...macroeconomic and political developments across the region and will work with Citi Research analysts and product… more
- Citigroup (San Francisco, CA)
- …trends in own field and adapts them for application within own job and the business . Typically a small number of people within the business that provide the ... in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the … more