- Citigroup (San Francisco, CA)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth… more
- Citigroup (Boston, MA)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth… more
- Citigroup (Paramus, NJ)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… 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, ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work… more
- Citigroup (Miami, FL)
- …also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance levels, and periodically ... sales during new product launches. A PC will also work closely with their assigned Financial Advisors...Global Investment Committee views to the field and to Citi Global Wealth clients. + Work… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… 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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in a client's life and business which have significant financial implications. + Serve as a trusted advisor to… more
- Citigroup (San Francisco, CA)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (Palo Alto, CA)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more