- Citigroup (Beverly Hills, CA)
- …the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership ... of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide...on financial markets, and products and services offered by Citi Private Bank. + Adhere to a… more
- Citigroup (New York, NY)
- …the bank already has ( Citi Commercial Bank, Corporate Bank and Investment Bank). The Associate Banker role requires fantastic organizational skills along ... at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management...creation will continue to be on the rise. The Associate Banker SAFE Act LO is a role that… more
- Citigroup (Houston, TX)
- …and support to Banking Teams, Investment Counselors and Product Specialists across Citi Private Bank.The position focuses on servicing clients of Citi ... The Investment Associate Lead is a strategic...The Investment Associate Lead is a strategic professional who stays...and effectiveness of the sub-function/job family. **Responsibilities:** + The Private Bank at Citi (CPB) is part… more
- Citigroup (New York, NY)
- …call reports + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing ... The Associate Banker Senior is a seasoned professional role....+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Miami, FL)
- …experience as a Client Advisor, Associate - SC Banker, Global Investment Analyst or related position involving Private Banking, Investment ... Citibank, NA seeks a/an Private Banker Senior Lead, SVP for its Miami,...solutions and succession planning expertise. Assess local economic conditions, investment preferences, and regulatory environment to deliver tailored portfolio… more
- Citigroup (Miami, FL)
- …network referrals, assisting with profiling, qualifying and converting prospects into Citi Private Bank clients. Assist with sophisticated cross-border ... N- 5311 Washington, DC 20210 NOTICE OF FILING Citibank, NA seeks an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen client… more
- Citigroup (Miami, FL)
- …on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team ... The Client Services Associate is a developing professional role. This role...client base, be familiar with target clients for various investment products and offerings + Manage high call volume,… more
- Citigroup (New York, NY)
- …1 year of progressive, post-baccalaureate experience as a Corporate Banking Analyst, Investment Banking Associate , Institutional Banking Associate , Credit ... consolidating inputs from Senior Bankers and product partners, specifically for Private Equity owned portfolio companies. Assess public filings, research reports,… more