- Citigroup (New York, NY)
- …and customer success efforts. **Key Responsibilities:** **Platform Vision & Strategy** + Work closely with Product Owners and Product Lead to build solutions for ... business requirements into clear user stories and detailed acceptance criteria. + Work closely with development teams to manage the product backlog, sprint planning,… more
- Citigroup (New York, NY)
- Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated ... of sales performance metrics for Citi Global Wealth franchise. The candidate will also work ...financial services, fintech, or consulting. + Understanding of wealth banking products, particularly Deposits and Investment product and… more
- Citigroup (New York, NY)
- …addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing and ... structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis,… more
- Citigroup (New York, NY)
- The Citi Wealth Investment Lab is an integral...and educate others - internally and externally - in work topics openly and confidently. * Consistent work ... part of the Citi Wealth organization, dedicated to delivering comprehensive,...Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies. * Knowledge of Capital… more
- Citigroup (New York, NY)
- …the tasks/services provided. Impact of the job holder is restricted to own team. Citi , the leading global financial services company, has some 200 million ... and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides...Citi as the provider for lending and other financial solutions. This includes promoting Citi and… more
- Citigroup (Brooklyn, NY)
- …Consumer and Wealth business partners to deepen client relationships. + Work closely with the credit/risk team and Branches to facilitate loan closings, ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...portfolio + Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships… 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 (Garden City, NY)
- …Citi 's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to ... to clients. **Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and...referral sources, and customers. + Visit customers outside of Citi 's offices, with such visits to vary based on… more
- Citigroup (New York, NY)
- …Prepare valuation and restructuring analysis for stressed and distressed assets within Citi 's Corporate bank, Commercial bank, and Wealth portfolios and ... amounts that directly impact profit and loss of the firm. Model companies' financial position to determine appropriate debt structure and accurate debt value using… more
- Citigroup (New York, NY)
- …investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial objectives ... foster a culture where the best people want to work , where individuals are promoted based on merit, where...even more special to do this as part of Citi , a premier financial institution that is… more