- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (Palo Alto, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (Palo Alto, CA)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Sunnyvale, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to… more
- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Group Executive's primary focus is to ensure corporate strategy… more
- Citigroup (San Francisco, CA)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Transaction Management Lead, you will manage transactions ... on all aspects of the escrow end-to-end deal process for M&A transactions for which Citi Wealth is serving as Escrow Agent. Work closely with all members of… more
- Citigroup (San Mateo, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more
- Citigroup (Chula Vista, CA)
- …customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi 's brand, and promote Citi as the provider for lending and ... other financial solutions. This includes promoting Citi and its financial services to real estate agencies,...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more