- Citigroup (New York, NY)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... issue refunds within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and… more
- Citigroup (New York, NY)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** New… more
- Citigroup (Queens, 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)
- … Citi Private Client, International Private Bank and Citi Private Bank brands. **Job Description:** The Investments Experience Lead will ... **About Citi Wealth** Citi Wealth is focused...**About Citi Wealth** Citi Wealth is focused on serving the needs...spectrum. By building on the strengths and capabilities across Citi , we intend to transform the way we serve… 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)
- …call reports + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening ... equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** New… more
- Citigroup (Queens, NY)
- …combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients through its global ... Citi 's Wealth business serves the needs of clients...banking. By building on the strengths and capabilities across Citi , we intend to transform the way we serve… 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 or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management **Time… more
- Citigroup (New York, NY)
- …strategy, spanning client and advisor-facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank , and Wealth at Work). + Define and ... as Global Head of Digital Strategy & Execution for Citi Wealth. This individual will define and lead the...individual will define and lead the future of how Citi Wealth shows up across all digital channels -… more
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