- Citigroup (Dallas, TX)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… 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 ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager… more
- Citigroup (New York, NY)
- …including call reports + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… more
- Citigroup (New York, NY)
- …Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management...+ Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker… more
- Citigroup (New York, NY)
- …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private...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. **Job Description:** The Investments Experience Lead will ... directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth. Investment Solutions is comprised of our… more
- Citigroup (San Francisco, CA)
- …heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank , Commercial Bank , and Capital Markets. + Represents Citi at industry conferences and lead ... to the overall growth and success of the CPWM Investment business. + Job function includes top regional supervisory...between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between… 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 ... family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at...expressed by the client. + Help clients achieve broad financial/ investment goals related to the creation and management of… more