- Citigroup (New York, NY)
- … investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ ... continuously improved including product and platform innovation. + Partner with 3rd party investment managers to deliver training and sales support with clients… more
- Citigroup (Garden City, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for… more
- Citigroup (Los Angeles, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
- Citigroup (O'Fallon, MO)
- …and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for ... is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly… more
- Citigroup (New York, NY)
- …overall strategic planning process + Evaluating business cases and analyses to support business investment decisions such as new product development, client ... of delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's… more
- Citigroup (Jersey City, NJ)
- …Leadership Standards: We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused ... can offer, and ultimately help them achieve their goals. Citi Global Wealth serves over 500,000 clients...to end oversight of the annual financial planning and investment prioritization process in coordination with Wealth … more
- Citigroup (New York, NY)
- **Overview** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private ... as a trusted advisor to senior leadership to address high-impact strategic issues across Citi Wealth 's lines of business. The team works in close partnership… more
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