- Citigroup (New York, NY)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, ... an experienced investment professional with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales… more
- Citigroup (Miami, FL)
- …record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job ... **Private Bankers at Citi develop and deepen client relationships in order...client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add… more
- Citigroup (Palo Alto, CA)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …and the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range ... world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at… more
- Citigroup (Boston, MA)
- …Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships ... a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth...experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad understanding of… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (New York, NY)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... service and teamwork to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and applications + Ensure all… more
- Citigroup (Tampa, FL)
- …provide legal support, advice, and guidance to the business. This role is part of the Wealth Client Segments Legal team and is based in Tampa. The Wealth Client ... Segments Legal team covers various aspects of the interplay between the Wealth business and its clients along the client journey from prospecting, to onboarding, to… more
- Citigroup (Miami, FL)
- …to analytics and proposals to enhance client experience + Explore all areas of Citi Wealth while building a strong professional network and contributing to ... 's is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. ...looking for the following characteristics: * Strong interpersonal and relationship -building skills * High level of personal integrity, commitment… more