- Citigroup (New York, NY)
- …The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement ... to solve problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:**… more
- Citigroup (New York, NY)
- …third party Escrow Agent product is a product within the Banking and Custody unit of Citi Private Bank 's North America region, within Citi Global ... preferred._ + _University Degree. Master's degree preferred._ **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services… more
- Citigroup (New York, NY)
- …to ultra-high net worth to family offices. ** ** Through our three business lines - Citigold, Citi Private Bank and Wealth at Work - we work with clients to ... and enabler to Sr. HR Advisors for US Retail Bank and Citi Private Bank so that they are able to deliver on the respective people agenda priorities… 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 ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (New York, NY)
- …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working ... meetings to stay current on financial markets, and products and services offered by Citi Private Bank . + Adhere to a specific prospecting code of conduct,… more
- Citigroup (New York, NY)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more
- Citigroup (New York, NY)
- …proactive and strategic communications plans for Citi Wealth's primary business lines: Citi Private Bank , Citigold and Wealth at Work. This role ... execute communications strategy, with an emphasis on streamlined, cohesive messaging across Citi Private Bank , Citigold, Wealth at Work + Manage pipeline of… more
- Citigroup (New York, NY)
- …Validation Senior Officer I for its New York, New York location. Duties: Oversee Citi Private Bank (CPB) portfolios with mortgage, partner lending, and ... requirements; Model development, production and analysis; Analysis and management of private bank portfolios including partner lending, residential real estate,… more
- Citigroup (New York, NY)
- …across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's...high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management… more