- Citigroup (Washington, DC)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... 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 (San Francisco, CA)
- …advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and ... family. **Responsibilities:** + Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United… more
- Citigroup (New York, NY)
- The Investment Relationship Officer 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...to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and… more
- BlackRock (Princeton, NJ)
- …a new team dedicated to the support of customized portfolio offerings to Citi Wealth . We are seeking a highly motivated and detail-oriented Analyst/Associate ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... related to the technology or operations of the business. Work impacts an entire area, which eventually affects the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's… more
- Citigroup (New York, NY)
- …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 (Dallas, TX)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... and approaches in own field to directly impact the work of others and the results of the organization....an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (Miami, FL)
- …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 (New York, NY)
- …Partner with digital and specialist teams to focus on product alignment and identify investment opportunities for Citi Wealth clients including investment ... of 10 years of experience in markets, preferably in private banking or a wealth management setting. + Strong understanding of investment products across asset… more
- Citigroup (Jersey City, NJ)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... **About Citi ** Citi , the leading global bank,...foster an environment where the best people want to work . We value and demand respect for others, promote… more