- Citigroup (Jacksonville, FL)
- …and reporting issues with transparency. + Work with appropriate stakeholders within the Citi Private Bank Americas and Wealth at Work to ensure CAPs are ... and Records Management Inventory for Investments Supervision within the Citi Private Bank Americas and Wealth at Work Businesses. + Assist with analysis… more
- Citigroup (New York, NY)
- …business is accountable for a portfolio exposure of approximately $170 Billion within Citi Wealth . The Head of Lending manages the employees, budget, business ... **The Organization:** Citi Global Wealth is a leading...see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors,… more
- Citigroup (San Francisco, CA)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (New York, NY)
- … Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients through its global footprint ... Citigold, Citi Private Client, and Citi Private Bank brands. **Job...tailored lending solutions to target market clients of the Private Bank . Wealth Credit Management… more
- Citigroup (Stamford, CT)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (New York, NY)
- …critical for governance and monitoring of quantity and quality of risk management of private bank / wealth management exposures and assets - across full life ... Wealth CRO organization and other key enterprise level wealth risk reporting to Citi CRO, Board...versed in reporting & client/risk aggregation needs unique to private banking and wealth management, and with… more
- Citigroup (New York, NY)
- … risk management. The ideal candidate will have extensive experience in Private Bank / Wealth Management, specifically across risk management/risk ... Wealth Path to Strong Plan + Identify, manage and escalate dependences/issues stemming from wealth business being a " bank within a bank " - with multiple… more
- Citigroup (Chicago, IL)
- …heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank , Commercial Bank , and Capital Markets. + Represents Citi at industry conferences and lead ... The Wealth Group Executive is accountable for management of...between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between… more
- Citigroup (Fountain Valley, CA)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)… more
- Citigroup (New York, NY)
- …continuum. The Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and ... Citigold and Citigold Private Client and captures wealth management in the workplace through Citi ...role will also work closely with finance partners across Private Bank , Wealth at Work… more
- Citigroup (New York, NY)
- The Metro NY Associate Banker role is an integral part of the sales organization of Citi Private Bank focused primarily on Ultra High Net Worth clients. The ... to help provide solutions for managing, growing, and protecting wealth . The Associate Banker is responsible for four primary...the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. +… more
- Citigroup (New York, NY)
- …products sold across Citi Branded Cards, Citi Retail Services, and Citi Retail Bank including purchase and post-purchase financing, loan on cards, cash ... **About Citi ** Citi 's mission is to serve...a wide range of proprietary cards, co-branded cards and private label cards with leading brands and innovative lending… more
- Citigroup (Miami, FL)
- …identifying network referrals, assisting with profiling, qualifying and converting prospects into Citi Private Bank clients. Assist with sophisticated ... and leverage banking tools, systems, and investments strategies in furtherance of private bank 's overall strategy in Brazil. Provide complete service support… more
- Citigroup (San Francisco, CA)
- …other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. ... or product specialist. + Perform responsibilities through proficient use Citi applications. Participate in service related process improvements. + Appropriately… more
- Citigroup (New York, NY)
- …leadership teams + Key stakeholders include Sales leads (Corporate, Commercial, Private Bank , Financial Institutions), Product heads (Markets, Banking, Services, ... team is focused on enhancing the client management dimension across all of Citi and for delivering timely and accurate client financials and providing insight into… more