• Citi Wealth - Product

    Citigroup (New York, NY)
    The Product Management Senior Analyst is an intermediate level position responsible for the development of product plans, strategies and tactics in ... coordination with the Product Management team. The overall objective of...differentiation to achieve preferred status as a partner to Citi clients + Provide informal guidance or on-the-job training… more
    Citigroup (10/26/24)
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  • SVP Citi Global Wealth Regulatory…

    Citigroup (Tampa, FL)
    …will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology, ... The individual in this Citi Wealth role will work as...or regulatory management in the banking or wealth management industry. + Previous experience of… more
    Citigroup (09/28/24)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (New York, NY)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... You could access a range of responsive banking, investing, wealth management & planning services and access...in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems,… more
    Citigroup (11/01/24)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (New York, NY)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... You could access a range of responsive banking, investing, wealth management & planning services and access...in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems,… more
    Citigroup (10/25/24)
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  • Citi Wealth at Work - Investment…

    Citigroup (New York, NY)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the...You could access a range of responsive banking, investing, wealth management & planning services and access… more
    Citigroup (10/25/24)
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  • Citi Wealth at Work - Financial…

    Citigroup (New York, NY)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the...You could access a range of responsive banking, investing, wealth management & planning services and access… more
    Citigroup (08/29/24)
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  • Citi Wealth - Wealth

    Citigroup (New York, NY)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking,… more
    Citigroup (08/29/24)
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  • Citi Wealth - UHNW Private Banker…

    Citigroup (Short Hills, NJ)
    …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems,… more
    Citigroup (11/11/24)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (New York, NY)
    …prepare client pitches, and deliver Citi 's full suite of banking and wealth management solutions to our clients + Provide complete service support to ... all client call records including call reports + Introduce Citi 's value proposition to incoming employees at target firms...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
    Citigroup (11/08/24)
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  • Citi Wealth at Work - Investment…

    Citigroup (Chicago, IL)
    …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...all requests in a timely manner + Liaise with product and functional partners to ensure requests are completed… more
    Citigroup (10/29/24)
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