- Citigroup (New York, NY)
- …approvals. In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor ... structuring, onboarding, and negotiation of evergreen product offerings for Citi Wealth clients. + Lead and support the distribution efforts of private… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
- Citigroup (New York, NY)
- …members to maximize client effectiveness. + Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, ... in executing their account plans by providing guidance and support on specific deals and clients. + Provide ongoing...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... support our clients comprehensively. Lending is a key offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically… more
- Citigroup (New York, NY)
- **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter experts, driving the strategic development and implementation of ... comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is...Assets team is looking for a professional that can support our global team and partner with the Head… more
- Citigroup (New York, NY)
- …and skill sets of team members to maximize client effectiveness. + Partner with Citi support groups to find solutions and resolve issues. + Ensure compliance ... family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
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