• Director, Family Office - Citi Wealth

    Citigroup (San Francisco, CA)
    … Wealth ") to middle market family office clients with more traditional wealth and asset management needs ("Core Family Office"). The Group's primary ... Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product… more
    Citigroup (07/25/25)
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  • Citi Private Bank - Director, Investment Counselor

    Citigroup (Beverly Hills, CA)
    The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be… more
    Citigroup (07/26/25)
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