- Citigroup (Beverly Hills, CA)
- …client events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… more
- Citigroup (Los Angeles, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... and in line with the fundamental interests of the Citi Private Bank . + Help...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (Costa Mesa, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... and in line with the fundamental interests of the Citi Private Bank . + Help...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (San Francisco, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect...most complex clients. . **Qualifications:** + 10+ years of UHNW lending experience + Strong and proven analytical, financial… more
- Citigroup (Los Angeles, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (Los Angeles, CA)
- …/ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... Citi Global Wealth brings together the full power...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (San Francisco, CA)
- …a reputation of execution and excellence. + Create a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending ... broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on...compliance to control standards **Qualifications:** + 15+ years of UHNW lending experience + Experience leading a high performing… more
- Citigroup (San Francisco, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... and in line with the fundamental interests of the Citi Private Bank . + Help...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more