- 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 (Miami, FL)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... **HNW Private Bankers at Citi develop and...fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and… 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 (Fort Lauderdale, FL)
- …Acceptance Criteria + Full loan underwriting with appropriate risk return characteristics of Citi Private Bank 's standard product range, ensuring appropriate ... credit officer + Strong knowledge of Citibank's Credit Policies, Product Programs and Citi Policies + An in depth knowledge and understanding of Financial Analysis… 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, ... issue refunds within policy. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and… more
- Citigroup (San Francisco, CA)
- …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 (Boston, MA)
- … 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...relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business.… 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 ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio… more