- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage ... and in line with the fundamental interests of the Citi Private Bank . + Help...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …properly support CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, ... issue refunds within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and… more
- Citigroup (New York, NY)
- …+ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (San Francisco, CA)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** San… more
- Citigroup (Boston, MA)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the ... experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Boston… more
- Citigroup (New York, NY)
- …proactive and strategic communications plans for Citi Wealth's primary business lines: Citi Private Bank , Citigold and Wealth at Work. This role ... execute communications strategy, with an emphasis on streamlined, cohesive messaging across Citi Private Bank , Citigold, Wealth at Work + Manage pipeline of… more
- Citigroup (New York, NY)
- … Citi Private Client, International Private Bank and Citi Private Bank brands. **Job Description:** The Investments Experience Lead will ... **About Citi Wealth** Citi Wealth is focused...**About Citi Wealth** Citi Wealth is focused on serving the needs...spectrum. By building on the strengths and capabilities across Citi , we intend to transform the way we serve… more
- Citigroup (Miami, FL)
- …interaction with other functions or businesses. **Responsibilities:** + Responsible for driving Citi Private Bank Latam strategic priorities and initiatives ... demonstrating particular consideration for the firm's reputation and safeguarding Citi , its clients and assets, by driving compliance with...possess vision and passion for the transformation of the private bank business, with high energy +… more
- Citigroup (Miami, FL)
- …across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's...high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace… more
- Citigroup (New York, NY)
- …call reports + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening ... equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** New… more