- Citigroup (New York, NY)
- …approvals. In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor ... 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 (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...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… 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...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... and approaches in own field to directly impact the work of others and the results of the organization....strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... 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)
- …client calling and prospecting amongst team members and sharing best practice. + Work with the Market Executive to achieve overall team revenues and growth ... reviews. + 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)
- …Lead will report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions ... **About Citi Wealth ** Citi ...**About Citi Wealth ** Citi Wealth is...Wealth Planning professionals. The Investments Experience Lead will work across the Investment Solutions business to… 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...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… 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 ... The Wealth Regional Director is a senior leader within the US ...receive the One Citi experience by leveraging the depth of our offering across all our… more
- Citigroup (New York, NY)
- … Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client ... Citi Wealth is a leading provider...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment … more