- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… 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 of financial solutions...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as… 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 of financial solutions...Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively… 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 Lending - Global Head of Securities Based...essential. SBL is a core lending product for Citi Private Bank and integral to the partnership… 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 of financial solutions...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as… more
- Citigroup (New York, NY)
- …of delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's ... The Private Bank LFO is accountable for...years of financial experience and leadership progression in the wealth industry and/or a global financial services organization +… 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 of financial solutions...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as… more
- JPMorgan Chase (New York, NY)
- …and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), ... ** Wealth Management, Product Development, Vice President** Job Description:...Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management… more
- Citigroup (New York, NY)
- … Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for ... **About Citi** Citi, the leading global bank , has approximately 200 million customer accounts and...positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving… more
- Citigroup (Smithtown, NY)
- …+ Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ensure that our clients receive ... national business. This person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and… more