- Citigroup (Beverly Hills, CA)
- …Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is ... and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and… more
- Citigroup (San Francisco, CA)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... The Investment Counselor Lead is a strategic professional who...related to the technology or operations of the business. Work impacts an entire area, which eventually affects the… more
- Citigroup (New York, NY)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... and approaches in own field to directly impact the work of others and the results of the organization....strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group… more
- Citigroup (Boston, MA)
- … needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly ... The Investment Counselor Principal is a strategic professional who...that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its… more
- Citigroup (Queens, 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 new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- Job Description The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...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 ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the… more
- Citigroup (Palo Alto, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... 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 (Miami, FL)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. Private Bankers are able to add...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
- Citigroup (New York, NY)
- …client calling and prospecting amongst team members and sharing best practice. + Work with the Market Executive to achieve overall team revenues and growth ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more