• Citi Wealth at Work - Investment…

    Citigroup (San Francisco, CA)
    The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
    Citigroup (06/15/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (Los Angeles, CA)
    …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools… more
    Citigroup (07/08/25)
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  • Citi Wealth at Work / Law Firm Group…

    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 (07/15/25)
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  • Citi Private Bank - Private Banker

    Citigroup (Beverly Hills, 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 (08/13/25)
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  • SVP, Private Banker - Citi Private Bank,…

    Citigroup (Los Angeles, CA)
    …record 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 (08/02/25)
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  • Wealth Relationship Manager- Mill…

    Citigroup (Mill Valley, 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 (08/19/25)
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  • Wealth Relationship Manager

    Citigroup (Riverside, 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 (07/09/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
    Citigroup (07/16/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
    Citigroup (05/25/25)
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  • Business Development Officer - Escrow & Paying…

    Citigroup (Beverly Hills, CA)
    …in partnership with Wealth Teams.** **Serve as a brand ambassador for Citi Wealth 's broader Law Firm Group, identifying cross-sell opportunities and working ... the opportunity to directly impact one of the highest-growth segments within Citi 's Wealth business.** **Key Responsibilities** **:** **Originate new business… more
    Citigroup (07/22/25)
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