- Citigroup (Los Angeles, CA)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and...a protected veteran, or any other characteristic protected by law ._ _If you are a person with a disability… more
- Citigroup (Atlanta, GA)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and...focused on developing and managing client relationships in the Law Firm Segment of our business. The Banker is… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... 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)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... related to the technology or operations of the business. Work impacts an entire area, which eventually affects the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… 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 ... 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)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth… more
- Citigroup (Paramus, NJ)
- …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 (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...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment… more
- Citigroup (Miami, FL)
- …in the Consumer business. + Transmit Global Investment Committee views to the field and to Citi Global Wealth clients. + Work with the advisors to identify ... Sales and Research Calls. + Coordinate successful rollout of Citi Global Wealth Outlook. + Work...a protected veteran, or any other characteristic protected by law ._ _If you are a person with a disability… more
- Citigroup (New York, NY)
- Citi Wealth services a large number...Analyst (CFA) a plus + 15+ years of relevant work experience, with demonstrable Wealth Planning leadership, ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30 Wealth … more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... 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 (New York, NY)
- …will oversee the execution, governance, and delivery methodology for strategic wealth management initiatives and large-scale programs in a simpler, faster, more ... This role will reignite our delivery methodology to meet the ambitions of wealth leadership and business goals, driving efficiency, reducing costs, and enabling net… 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 (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...a protected veteran, or any other characteristic protected by law ._ _If you are a person with a disability… more
- Citigroup (Greenwich, CT)
- …a career opportunity review **Accessibility at Citi (https://www.citigroup.com/ citi /accessibility/application-accessibility.htm)** . View the "EEO is the Law ... 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 (New York, NY)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, ... Wealth at Work and Private Bank), product education and implementation ideas....Salary Range:** $250,000.00 - $500,000.00 In addition to salary, Citi 's offerings may also include, for eligible employees, discretionary… more
- Citigroup (Washington, DC)
- …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 (Chicago, IL)
- …service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Citigroup (New York, NY)
- …for Proposal (RFP) Writer works with the Head of RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, ... with excellent project management and organizational skills; able to prioritize requests and work on multiple tasks to ensure RFPs and projects are completed within… more