- 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 life...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
- Citigroup (New York, NY)
- …overall strategic planning process + Evaluating business cases and analyses to support business investment decisions such as new product development, client ... of delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's… more
- Citigroup (New York, NY)
- **Overview** 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 ... as a trusted advisor to senior leadership to address high-impact strategic issues across Citi Wealth 's lines of business. The team works in close partnership… more
- Citigroup (New York, NY)
- …The Business Risk - Fiduciary and Advisory Solutions Director will be part of the Investment Solutions team within Citi Wealth . The Director is responsible ... offering, investment products and Programs to both Citi Wealth Financial Advisors/Investors and ultimately to...reputational risks and the design of effective controls to support business growth and expansion agenda. + Lead quantitative… more
- Citigroup (Queens, NY)
- Citi 's Wealth business serves the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses ... Support the harmonization, enhancement, and greater integration of Wealth policies, standards, procedures, leading appropriate levels of alignment across client… more
- Citigroup (New York, NY)
- The Citi Wealth Investment Lab is an integral part of the Citi Wealth organization, dedicated to delivering comprehensive, analytical and highly ... on innovation as it is a cornerstone of the Citi Wealth Investment Lab. The...initiatives, analytical tools and methods. * Consistently follow and support regulatory policies. **EXPERIENCE AND QUALIFICATIONS:** * Knowledge of… more
- Citigroup (New York, NY)
- Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to ... Sales Advisor Performance Reporting and Insights This position under Citi Global Wealth will play a key...in financial services, fintech, or consulting. + Understanding of wealth banking products, particularly Deposits and Investment … more
- Citigroup (New York, NY)
- …responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales ... investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers...both domestic and international Advisors who are new to Citi and need support in transferring client… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic ... **Overview of Citi :** Citi , the world leading global...for the position of 'Equities Electronic Trading Technology Production Support Lead Analyst' within our global support … more