- Citigroup (Chicago, IL)
- …Net Worth and Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and ... serve the entire continuum of wealth clients. Citi Global Wealth at Work ...and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor… more
- Citigroup (New York, NY)
- …for Wealth and be a member of both the COO and CIO leadership teams. Citi Wealth is a leading provider of financial solutions for affluent, high net worth ... owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment ...wealth . The CIO is a critical function within Citi Wealth . The CIO team is comprised… 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 (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 (Fort Lauderdale, FL)
- …advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and ... + Full loan underwriting with appropriate risk return characteristics of Citi Private Bank's standard product range, ensuring appropriate compliance with Credit… more
- Citigroup (New York, NY)
- …level role responsible for performing moderately complex audits and assessments of Citi 's risk and control environments in coordination with the Audit team. The ... to ensure that the firm meets audit standards and regulations and to work with business leaders to determine solutions for emerging issues. Responsibilities: +… more
- Citigroup (San Francisco, CA)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (East Los Angeles, CA)
- …captures wealth management in the workplace through Global Wealth at Work . We also have leading investment solutions platform, which allows us deliver ... areas within Wealth , including Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief Investment...to enhance client experience + Explore all areas of Citi Wealth while building a strong professional… more
- Citigroup (Chicago, IL)
- …productivity. + Partner across businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients ... The Wealth Regional Director is a senior leader within the US ...receive the One Citi experience by leveraging the depth of our offering across all our… more
- Citigroup (Tampa, FL)
- …these standards. + Manage outside counsel budgeting and selection in alignment with Citi 's initiatives as needed. **Example projects and work include:** + ... to the business. This role is part of the Wealth Client Segments Legal team and is based in...manner of client structures (revocable and irrevocable trusts, private investment companies, powers of attorney, etc.). **Responsibilities:** + Provide… more