• Wealth - Wealth at Work

    Citigroup (New York, NY)
    …will serve as the Banker for Citi Employees within Citi Global Wealth at Work . **Responsibilities:** + Actively identify prospects and establish contact with ... The Banker SAFE Act 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 (06/03/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (New York, NY)
    …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. (Branch) Sr. Analyst ... Citi Global Wealth brings together the full power of Citi...supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments… more
    Citigroup (06/03/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (New York, NY)
    …Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth at Work is designed ... Citi Global Wealth brings together the full power of Citi...supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments… more
    Citigroup (04/24/25)
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  • Wealth Strategies Advisor

    Bank of America (Melville, NY)
    …under pressure with minimal hands-on direction. **Desired Qualifications:** + 5 years of wealth planning related work experience ( wealth transfer, financial ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New... of America premises and to provide a safe work environment. To view Bank of America's… more
    Bank of America (03/21/25)
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  • Citi Wealth at Work - Investment…

    Citigroup (New York, NY)
    …Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth at Work is designed ... Citi Global Wealth brings together the full power of Citi...& planning services and access to a dedicated Private Banker . We also support firms, and we offer a… more
    Citigroup (03/12/25)
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  • Senior Wealth Advisor SAFE Act - Queens…

    Citigroup (Queens, NY)
    …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor will offer comprehensive ... + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...problem solver and a goal-oriented team player able to work without direction + Securities Industry Essentials - SIE,… more
    Citigroup (06/04/25)
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  • USPB & Wealth Business Treasury Sr. Analyst…

    Citigroup (New York, NY)
    …Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank , Wealth at Work , and Citigold). **Role Description:** This ... risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
    Citigroup (05/10/25)
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  • Citi Wealth / Private Bank - HNW…

    Citigroup (New York, NY)
    The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... 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 (06/03/25)
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  • Associate Banker SAFE Act LO - C12…

    Citigroup (New York, NY)
    …will serve as the Associate Banker for Citi Employees within Citi Global Wealth at Work . **Responsibilities:** + Partner with Banker in the creation ... The Associate Banker SAFE Act LO is a seasoned professional...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
    Citigroup (06/03/25)
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  • Wealth Market President (US)

    TD Bank (New York, NY)
    ** Work Location:** New York, New York, United States of America **Hours:** 40 **Pay Details:** $200,000 - $280,000 USD TD is committed to providing fair and ... provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** **Depth & Scope:** + Provides people management leadership by… more
    TD Bank (05/15/25)
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