• Citi Wealth at Work - Law…

    Citigroup (Los Angeles, CA)
    …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth… more
    Citigroup (07/08/25)
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  • Citi Wealth at Work / Law…

    Citigroup (Los Angeles, CA)
    …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
    Citigroup (07/15/25)
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  • Citi Wealth - VP, Portfolio…

    Citigroup (Glendale, CA)
    …message in the region + Transmit Global Investment Committee views to the field and to Citi Wealth Clients + Work with the Investments Lab to identify asset ... sales during new product launches. A PC will also work closely with their assigned Financial Advisors...benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance… more
    Citigroup (08/21/25)
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  • SVP, Private Banker - Citi Private Bank,…

    Citigroup (Los Angeles, CA)
    …advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and ... an in-depth understanding of clients' businesses and sources of wealth generation. ​ + Anticipate events in a client's...in a client's life and business which have significant financial implications. + Serve as a trusted advisor to… more
    Citigroup (08/02/25)
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  • Citi Private Bank - Private Banker

    Citigroup (Beverly Hills, CA)
    …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to...that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding… more
    Citigroup (08/13/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
    Citigroup (08/24/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
    Citigroup (07/16/25)
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  • Wealth at Work /Law Firm Group…

    Citigroup (San Francisco, CA)
    …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
    Citigroup (06/03/25)
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  • Wealth at Work /Law Firm Group…

    Citigroup (Palo Alto, CA)
    …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
    Citigroup (07/16/25)
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  • Wealth at Work Investment…

    Citigroup (Los Angeles, CA)
    …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… more
    Citigroup (06/11/25)
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