- Citigroup (New York, NY)
- …client calling and prospecting amongst team members and sharing best practice. + Work with the Market Executive to achieve overall team revenues and growth ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in a client's life and business, which have significant financial implications. + Serve as a trusted advisor to… more
- Citigroup (New York, NY)
- …new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in a client's life and business which have significant financial implications. + Serve as a trusted advisor to… 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 (New York, NY)
- …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 (New York, NY)
- …Citi Wealth 's primary business lines: Citi Private Bank, Citigold and Wealth at Work . This role will ensure there is consistent, clear and concise ... cohesive messaging across Citi Private Bank, Citigold, Wealth at Work + Manage pipeline of...degree in Communications or related field + Understanding of financial products or market instruments + At least 10… more
- Citigroup (Smithtown, NY)
- …productivity. + Partner across businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients ... receive the One Citi experience by leveraging the depth of our offering...to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial … more
- Citigroup (New York, NY)
- …in a fast-paced environment and maintain high degree of interaction with the Financial Advisor, Relationship Managers and Wealth Executives. + When appropriate, ... **Job** **Description** The Wealth Planning Specialist is a subject matter expert... Planning Specialist is a subject matter expert in financial planning and related areas, servicing high-net-worth individuals, families,… more
- Citigroup (New York, NY)
- …This individual will serve as the Associate Banker for Citi Employees within Citi Global Wealth at Work . **Responsibilities:** + Partner with Banker in ... offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver … more
- Citigroup (New York, NY)
- …within the financial services industry, with a strong focus on Wealth Management. + Proven experience in managing teams across multiple locations, with a ... to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will… more
- Citigroup (New York, NY)
- …individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work . **Responsibilities:** + Lead client onboarding ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more