- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides...collectibles. **Responsibilities include** : + Lead the West Coast Lending Advisor Team in establishing and executing ... opportunities to grow the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to… more
- Citigroup (Paramus, NJ)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across… 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 (San Francisco, CA)
- …resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... trusting, productive relationships with key partners throughout CPB and the wider Citi . They will be entrepreneurial and capable of bringing in new… more
- Citigroup (New York, NY)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree… more
- Citigroup (Washington, DC)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across… more
- Citigroup (Jacksonville, FL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, Digital Wealth ... The Wealth Solutions Advisor SAFE Act position...referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of… more
- Citigroup (Arlington Heights, IL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + Acquire new ... The Wealth Relationship Advisor SAFE Act is...consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University degree or… more
- Citigroup (Miami, FL)
- …the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… more