- Citigroup (New York, NY)
- ** Citi Wealth Planner ** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to ... develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head ... of Wealth Planning Specialists is responsible for leading a group...professionals around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client's… more
- Citigroup (New York, NY)
- …the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these ... with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients** **Analyze financial plans… more