- Citigroup (New York, NY)
- …to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment counselors ... skills); Qvidian **Job Family Group:** Private Client Product Services **Job Family:** Investment Managed Sales **Time Type:** Full time **Primary Location:**… more
- Citigroup (San Francisco, CA)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... The Investment Counselor Sr. Lead is a strategic professional...allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group… more
- Citigroup (New York, NY)
- …have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, ... house view of Citi and CPB, as well as the investments Citi recommends, while matching the appropriate investment opportunities with the client's profile.… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and… more
- Citigroup (Paramus, NJ)
- Citi Global Wealth brings together the full... Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- …Work: Enterprise** The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy ... work culture and growing team. A key strategy for Citi Wealth is to collaborate internally and...internally and utilize the resources the bank already has ( Citi Commercial Bank, Corporate Bank and Investment … more
- Citigroup (Beverly Hills, CA)
- …for identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting and ... and concise manner + Define and present to the sales force Citi Wealth 's Regional...Investment Committee views to the field and to Citi Wealth Clients + Work with the… more
- Citigroup (New York, NY)
- …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