• Citi Wealth - UHNW

    Citigroup (Greenwich, CT)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (01/25/25)
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  • Citi Wealth / Private Bank…

    Citigroup (New York, NY)
    …and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, ... specialty, economic events and best practices within the industry. + Understand broader One Citi and Citi Private Bank product offerings including: trusts,… more
    Citigroup (03/04/25)
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  • Citi Private Bank - UHNW

    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 what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (01/28/25)
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  • Citi Wealth - UHNW Investment…

    Citigroup (Atlanta, GA)
    …client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in ... to stay current on financial markets, and products and services offered by Citi Private Bank. + Adhere to a specific prospecting code of conduct, which (1)… more
    Citigroup (03/26/25)
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  • Citi Private Bank - UHNW

    Citigroup (Boston, MA)
    …through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
    Citigroup (03/15/25)
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  • UHNW Private Banker SAFE Act

    Citigroup (Chicago, IL)
    **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to ... develop tailored wealth management strategies. HNW Private Bankers are...intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by… more
    Citigroup (03/28/25)
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  • Citi Wealth - Head of Lending…

    Citigroup (New York, NY)
    … Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private ... Citi Wealth is a leading provider of financial... Client and Citigold as part of their wider Citi relationship. Citi Private Client and Citigold… more
    Citigroup (03/21/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (Boston, MA)
    …high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at ... unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (04/08/25)
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  • Citi Wealth at Work / Law Firm Group…

    Citigroup (San Francisco, CA)
    …with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what ... and in line with the fundamental interests of the Citi Private Bank. + Help team members...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (02/06/25)
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  • Citi Wealth - Lending Advisor, West…

    Citigroup (San Francisco, CA)
    …our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing ... Citi Wealth Lending provides competitive borrowing...and excellence. + Create a strong partnership with the Citi Private Bank ("CPB") Banker teams to… more
    Citigroup (03/20/25)
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