- 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)
- … Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Citi Wealth is a leading provider of financial solutions for... Client and Citigold as part of their wider Citi relationship. Citi Private Client 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 (New York, NY)
- …to ultra-high net worth to family offices. The main segments of the business are Citi Private Bank , Wealth at Work, and Citigold. **Responsibilities:** ... analysis methodologies to create and analyze reports that gauge Citi 's alignment with forecasted performance. The Wealth ...gauge Citi 's alignment with forecasted performance. The Wealth FP&A team is an integral part of the… 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 (San Francisco, CA)
- …Global Family Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage ... and franchise cross-sell for the Family Office segment across Citi Wealth . **KEY CONTRIBUTIONS AND TASKS** **:**...incremental revenue and new client acquisition strategies in a private bank and/or institutional banking setting +… more