- Citigroup (Chicago, IL)
- 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 (Chicago, IL)
- … 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 (Chicago, IL)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. Private Bankers are able to add...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
- Citigroup (Chicago, IL)
- …Net Worth and Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and ... serve the entire continuum of wealth clients. Citi Global Wealth at Work ...and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor… more
- Citigroup (Chicago, IL)
- …productivity. + Partner across businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients ... The Wealth Regional Director is a senior leader within the US ...receive the One Citi experience by leveraging the depth of our offering across all our… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Citigroup (Oakbrook Terrace, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (River Forest, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Orland Park, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the… more
- Citigroup (Northbrook, IL)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services ... of the job holder is restricted to own team. Citi , the leading global financial services company, has some...on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to… more
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