- Citigroup (New York, NY)
- Citi Global Wealth brings together the...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (Smithtown, NY)
- …individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly ... The Wealth Regional Director is a senior leader within...on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of...Private Client and Citigold as part of their wider Citi relationship . Our Lending Advisors partner with ... to support our clients comprehensively. Lending is a key offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically… more
- Citigroup (New York, NY)
- …served through institutional partnerships. This is a unique opportunity to define how Citi shows up in the workplace wealth space - delivering personalized, ... client segment. **Responsibilities:** + Define the global marketing strategy for Citi 's Wealth at Work business, spanning brand, product, education,… more
- Citigroup (Fort Lauderdale, FL)
- …Credit Risk Manager is a senior management-level position responsible for managing a Citi Global Wealth credit portfolio within an assigned geographic scope ... + Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio of the assigned geographic scope… more
- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Group Executive's primary focus is to ensure corporate strategy… more
- Citigroup (New York, NY)
- …of the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** ... record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. +… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Good understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. + ... the platform. + Collaborative Partner: Works effectively with advisors, bankers, relationship managers, and other stakeholders. + Data-Driven: Uses data to inform… more
- Citigroup (Jacksonville, FL)
- …adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi 's Investment and/or Banking clients. Position is responsible for providing ... prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly articulate… more