• Citi Wealth at Work…

    Citigroup (San Francisco, CA)
    investment needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and ... unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and...and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized… more
    Citigroup (03/12/25)
    - Related Jobs
  • Citi Wealth / Private Bank - UHNW…

    Citigroup (New York, NY)
    …have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, ... house view of Citi and CPB, as well as the investments Citi recommends, while matching the appropriate investment opportunities with the client's profile.… more
    Citigroup (03/04/25)
    - Related Jobs
  • Citi Wealth - UHNW Investment

    Citigroup (Atlanta, GA)
    …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... partnership with senior team members to deliver investment solutions. + Help support the senior...on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting… more
    Citigroup (03/26/25)
    - Related Jobs
  • Citi Wealth at Work - Law Firm Group…

    Citigroup (New York, NY)
    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 (04/24/25)
    - Related Jobs
  • Citi Wealth at Work - Law Firm Group…

    Citigroup (Boston, MA)
    …clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth ... Citi Global Wealth brings together the...and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized… more
    Citigroup (04/08/25)
    - Related Jobs
  • Citi Wealth - Head of Lending…

    Citigroup (New York, NY)
    …pipeline of business development initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring ... Citi Wealth is a leading provider...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment more
    Citigroup (03/21/25)
    - Related Jobs
  • Citi Wealth - Wealth

    Citigroup (New York, NY)
    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a… more
    Citigroup (03/04/25)
    - Related Jobs
  • Citi Wealth at Work / Law Firm Group…

    Citigroup (San Francisco, 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 (05/08/25)
    - Related Jobs
  • Citi Wealth - UHNW Private Banker…

    Citigroup (Greenwich, CT)
    …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 (04/25/25)
    - Related Jobs
  • Citi Wealth - Global Head…

    Citigroup (New York, NY)
    investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ ... continuously improved including product and platform innovation. + Partner with 3rd party investment managers to deliver training and sales support with clients… more
    Citigroup (04/24/25)
    - Related Jobs