• Citi Wealth at Work - Law Firm Group - Banker…

    Citigroup (Los Angeles, CA)
    …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
    Citigroup (07/08/25)
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  • Director Private Banker CPB

    Citigroup (Miami, FL)
    …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Proficiency in Spanish preferred + Required Licensing/Registration: SIE, Series 7, Series 66 (or 63 and 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family… more
    Citigroup (07/08/25)
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  • Senior Wealth Management Relationship Manager…

    Citigroup (Boston, MA)
    …on estate planning, tax strategies, and business succession for HNW and UHNW clients. + Strong analytical and portfolio management skills, including risk management ... and compliance expertise. + Proven track record in client acquisition and business development + Effective communication, interpersonal, and relationship management skills. Skilled in negotiation + Ability to mentor junior staff and contribute to a… more
    Citigroup (06/20/25)
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