- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... to our clients + Possess an expert knowledge in Citi 's client onboarding and account opening policies, procedures, and...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Citigroup (Paramus, NJ)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor ... Citi Global Wealth brings together the...segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (New York, NY)
- …The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals ... tested with several tier one law and consulting firms. Wealth at Work 's services are now being... culture and growing team. A key strategy for Citi Wealth is to collaborate internally and… more
- Citigroup (New York, NY)
- …Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth ... Citi Global Wealth brings together the...+ Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and… more
- Citigroup (Jacksonville, FL)
- The Head of US Citigold/ Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight of ... investments sales activity and client suitability across Wealth 's Citigold/ Citi Private Client Retail Branch Network....and client suitability of those products in compliance with Citi 's Retail Distribution of Investment Products and… more
- Citigroup (Beverly Hills, CA)
- …in the region + Transmit Global Investment Committee views to the field and to Citi Wealth Clients + Work with the Investments Lab to identify asset ... long-term investment opportunities and Global Markets for Citi Wealth investors in the region and...macroeconomic and political developments across the region and will work with Citi Research analysts and product… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Wealth Relationship Mgmt. ... Citi Global Wealth brings together the...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (Greenwich, CT)
- …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