- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the... Citi Global Wealth brings together the full power of ...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (New York, NY)
- The Financial Planning Analyst 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...+ Produce and deliver reporting that clearly communicate the financial performance of the business. Design performance indicators and… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (Paramus, NJ)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the full... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (San Francisco, CA)
- …offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... Citi 's full suite of banking and wealth ...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (Short Hills, NJ)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to...that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding… more
- Citigroup (Tampa, FL)
- …Proficiency in Tableau, Excel, PowerPoint. + 5-10 years of experience in the financial services industry with knowledge of Wealth Management products. + ... Reporting to the Director, Global Wealth Products Lead, this position provides effective oversight...peer 2LoD groups, eg, Compliance. This role will also work with Regional ORM coverage teams and SMEs (Tech,… more