- Citigroup (New York, NY)
- …The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement ... to solve problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:**… more
- Citigroup (San Francisco, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (Miami, FL)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary to… more
- Citigroup (Miami, FL)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and implement changes… more
- Citigroup (Miami, FL)
- …border requirements and offshore conduct rules. Define and negotiate with the clients and Citi Private Bank credit approvers, the credit structure of the ... calling clients, visiting, and planning accounts in partnership with Private Bankers covering Latin American clients. Responsible for appropriate transaction… more
- Citigroup (New York, NY)
- …allocation, know our "focus list" managers and key products, and communicate clearly to clients the Citi Private Bank views and how to apply them to the ... portfolio positioning and/or research, liaising with regional and global counterparts across the Private Bank and Citi as a whole. * Participate in the… more
- Citigroup (Downey, CA)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more
- Citigroup (New York, NY)
- … Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is ... **About Citi ** Citi , the leading global bank , has...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- Citigroup (Charlotte, NC)
- …overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) ... Citi Treasury manages the balance sheet, capital, and...interest rate risk management of consolidated Citigroup, CBNA and non- bank entities. + Leads efforts related to improvement in… more
- Citigroup (New York, NY)
- …combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients through its global ... Citi 's Wealth business serves the needs of clients...banking. By building on the strengths and capabilities across Citi , we intend to transform the way we serve… more
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