- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- …of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited ... and best practices within the industry. + Understand broader One Citi and Citi Private Bank product offerings including: trusts, custody, banking and… more
- Citigroup (New York, NY)
- …team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank , Citigold, Citigold Private Client, Wealth at ... The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory… more
- Citigroup (Irving, TX)
- …focused on delivering the full capabilities of Citi to clients across all the Citi Private Bank , Wealth at Work, and Citigold and Citi ... Private Clients, through integrated platform serving clients across the wealth continuum, from the affluent to ultra-high net worth. Wealth Residential Real… more
- Citigroup (New York, NY)
- …RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment ... Excel and Outlook (intermediate/advanced skills); Qvidian **Job Family Group:** Private Client Product Services **Job Family:** Investment Managed Sales **Time… more
- Citigroup (New York, NY)
- …connectivity and engagement between Markets and Citi Wealth clients within Citi Private Bank , Wealth at Work and Citigold / CPC channels in ... Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on capital markets...make them digestible to the UHNW and family office Private Bank client base + Excellent analytical,… more
- Citigroup (New York, NY)
- …**Mortgages, Securities Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank , Wealth at Work and Citigold.** ... for providing management with an analysis and insight of Citi 's financial results in coordination with the broader Finance...role will be to support the **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** team with the… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… more
- Citigroup (New York, NY)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… more
- Citigroup (New York, NY)
- …worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank . These products and services include investment products ... for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and operations. The Wealth… more