- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… more
- Citigroup (New York, NY)
- … Wealth Lending - Global Head of Securities Based Lending** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of...to our risk management process. + Sales Material - Work with Financial Planning and Insurance Product to ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning...Analyst (CFA) a plus + 15+ years of relevant work experience, with demonstrable Wealth Planning leadership,… 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 ... 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 (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more