- Citigroup (New York, NY)
- …world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly ... credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank , and should be entrepreneurial and capable… more
- Citigroup (New York, NY)
- …within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... internal and external clients, incorporating the views of The Private Bank 's Investment Committee. +...on financial markets, and products and services offered by Citi Private Bank . + Adhere… 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 ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… 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 ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… 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 ... the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer...strong relationships and partners with support functions across the Citi Private Bank to maintain… more
- Citigroup (New York, NY)
- The Private Bank LFO is accountable for leading the development and execution of financial objectives related to the P&L, balance sheet, expenses, capital, and ... risk. The LFO is a key member of the Private Bank business management team and supports...+ Evaluating business cases and analyses to support business investment decisions such as new product development, client segments,… more
- Citigroup (New York, NY)
- …Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management...+ Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker… more
- Citigroup (New York, NY)
- …is essential. SBL is a core lending product for Citi Private Bank and integral to the partnership with Investment Solutions to enable sales teams to ... Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi … more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth's client segments (Citigold/ Citigold Private Client, Wealth at ... This role reports to the Global Head of Investment Solutions and responsible for the global sales...Work and Private Bank ), product education and implementation ideas. This role requires… more
- Citigroup (New York, NY)
- …Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Citi Wealth is a leading provider of financial...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as… more