- 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 Product Specialists act as… 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 Product Specialists act as… 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 ... HR Advisors for US Retail Bank and Citi Private Bank so that...+ Complete all financial deliverables, including monthly forecasts, annual investment processes, client reporting, and ad hoc requests. +… more
- Citigroup (New York, NY)
- …combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients through its global ... of risks, assessing risks, and designing effective mitigation plans specifically for Citi 's Investment Advisory programs. The Business Risk - Fiduciary and… 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)
- …including call reports + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… 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… 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 ... The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private...brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … 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… more
- Citigroup (New York, NY)
- …+ CIMA, CFA or CFP(R) designation or candidate preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Strategy **Time Type:** ... Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products… more
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