• Citi Wealth at Work…

    Citigroup (San Francisco, CA)
    The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
    Citigroup (06/15/25)
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  • Citi Wealth at Work / Law…

    Citigroup (Los Angeles, CA)
    …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...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
    Citigroup (07/15/25)
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  • Citi Wealth at Work - Law…

    Citigroup (Los Angeles, 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 (07/08/25)
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  • SVP, Lending Advisor - Citi Wealth

    Citigroup (San Francisco, CA)
    The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + Establish ... credit offerings, liaising with the CPB Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is...(written and verbal) and interpersonal skills + Ability to work under pressure to tight deadlines + Good negotiation… more
    Citigroup (07/24/25)
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  • Citi Private Bank - SVP, Investment…

    Citigroup (San Francisco, CA)
    …Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is ... and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and… more
    Citigroup (07/26/25)
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  • VP, Investment Counselor - Citi…

    Citigroup (San Francisco, CA)
    …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... The Investment Counselor Lead is a strategic professional who...related to the technology or operations of the business. Work impacts an entire area, which eventually affects the… more
    Citigroup (07/04/25)
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  • Citi Private Bank - Director,…

    Citigroup (Beverly Hills, CA)
    … needs of ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly ... The Investment Counselor Principal is a strategic professional who...that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its… more
    Citigroup (07/26/25)
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  • SVP, Private Banker - Citi Private Bank,…

    Citigroup (Los Angeles, CA)
    …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... related to the technology or operations of the business. Work impacts an entire area, which eventually affects the...an in-depth understanding of clients' businesses and sources of wealth generation. ​ + Anticipate events in a client's… more
    Citigroup (05/03/25)
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  • Citi Private Bank - Private Banker - Orange…

    Citigroup (Costa Mesa, CA)
    …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
    Citigroup (07/11/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …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...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
    Citigroup (07/16/25)
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