- 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...ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will… more
- Citigroup (San Francisco, CA)
- …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... The Investment Assoc Sr Analyst 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 (San Francisco, CA)
- …have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, ... chosen will be expected to lead produce growth in investment revenue and AUMs with Ultra High Net Worth...relationships with key partners throughout CPB and the wider Citi .They will be entrepreneurial and capable of bringing in… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… 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...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… 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...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… 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...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… 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...+ Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and… 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 (Short Hills, NJ)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... 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