- 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
- Citigroup (New York, NY)
- …This individual will serve as the Banker for Citi Employees within Citi Global Wealth at Work . **Responsibilities:** + Actively identify prospects ... of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, monito… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Citigroup (New York, NY)
- The Investment Relationship Officer 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...to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and… 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)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... and approaches in own field to directly impact the work of others and the results of the organization....an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (New York, NY)
- …Partner with digital and specialist teams to focus on product alignment and identify investment opportunities for Citi Wealth clients including investment ... of 10 years of experience in markets, preferably in private banking or a wealth management setting. + Strong understanding of investment products across asset… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our...Investments (CTI) operates within Corporate Treasury to lead the investment of Citi 's major liquidity portfolios and… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... **Overview of Citi :** Citi , the leading global bank,...foster an environment where the best people want to work . We value and demand respect for others, promote… more