- Citigroup (Miami, FL)
- …assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will ... Portfolio Consultants (PCs) provide asset allocation and macroeconomic...manage the implementation of Citi Global Wealth investment products to identify… more
- Citigroup (Glendale, CA)
- …for identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting ... Portfolio Consultants (PCs) provide asset allocation and macroeconomic...manner + Define and present to the sales force Citi Wealth 's Regional Views in consultation with… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client ... you will also have an opportunity to learn about Citi Wealth 's key businesses such as Deposits,...senior leadership and address high impact strategic issues within portfolio of businesses and assets. Work in close partnership… more
- Citigroup (Fort Lauderdale, FL)
- …+ Full loan underwriting with appropriate risk return characteristics of Citi Private Bank's standard product range, ensuring appropriate compliance with Credit ... documentation + Preparing and reviewing facility covenants + Assisting in Portfolio Management, including CA Annual reviews, covenant monitoring and compliance,… more
- Citigroup (New York, NY)
- …branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...and grow both the balance and revenue of your portfolio + Manage credit requests up to $250K, and… more
- Citigroup (San Francisco, CA)
- …the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide ... world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at… more