- Citigroup (New York, NY)
- …approvals. In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor ... structuring, onboarding, and negotiation of evergreen product offerings for Citi Wealth clients. + Lead and support the distribution efforts of private… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (Palo Alto, CA)
- Citi Global Wealth brings together the...and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized ... full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through … more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Costa Mesa, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
- Citigroup (New York, NY)
- …members to maximize client effectiveness. + Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, ... in executing their account plans by providing guidance and support on specific deals and clients. + Provide ongoing...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… 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 (Miami, FL)
- …the team, function and Wealth at Work business objectives. + Influence and gain support across all levels of wealth at Work and Wealth colleagues. + ... Extensive knowledge of investment management, deep expertise in investment solutions, portfolio management, and wealth planning strategies. In-depth… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... support our clients comprehensively. Lending is a key offering within Citi Wealth . Lending provides competitive borrowing solutions that are strategically… more
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