- Citigroup (New York, NY)
- Citi Wealth is a premier wealth ...franchise. This role will partner closely across the Private Bank, Wealth at Work , and Citigold businesses, as well ... to spearhead our Product Performance Metric curation and reporting efforts, ensuring that Citi Wealth Product teams have necessary data and insights necessary to… more
- Citigroup (Irving, TX)
- …different client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. These ... independent assurance over the key risks and processes for Citi 's Wealth line of business and associated...to the end-to-end customer experience. + Strong knowledge of wealth management, broker dealer, investment adviser functions… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability ... within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering,… more
- Citigroup (San Francisco, CA)
- …Registered Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on ... of client onboarding and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management. They… more
- Citigroup (San Antonio, TX)
- …meet their goals. As an Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you will be responsible for handling ... Citi Personal Wealth Management (CPWM) provides investment services...problem solver and a goal-oriented team player able to work without direction. + Strong understanding of investment… more
- Citigroup (New York, NY)
- …provided will affect the effectiveness of own team and other closely related teams. Citi Global Wealth offers a wide range of products and solutions, including ... The Investment Associate Intmd Analyst is a developing professional... strategies, banking and lending, trust and specialized services. Citi Global Wealth delivers solutions to help… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Citigroup (Jacksonville, FL)
- …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 (New York, NY)
- …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,...**About Citi ** Citi , the leading global bank, has approximately 200...and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our… more
- Citigroup (Miami, FL)
- The Senior Wealth Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... related to the technology or operations of the business. Work impacts an entire area, which eventually affects the...Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client… more