- Citigroup (New York, NY)
- …of the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** ... record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. +… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Good understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. + ... the platform. + Collaborative Partner: Works effectively with advisors, bankers, relationship managers, and other stakeholders. + Data-Driven: Uses data to inform… more
- Citigroup (Smithtown, NY)
- …branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (New York, NY)
- …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 (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …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 (New York, NY)
- …Sales Officer - Global Solution Sales (Consumer, HealthCare, and Life Sciences)** **About Citi ** Citi , the leading global bank, has approximately 200 million ... accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of… more
- Citigroup (Brooklyn, NY)
- …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