- 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 (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 (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 (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 (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 (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 (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 (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 (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 (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