Citi Trust Ct Wealth Planner Principal - C15 Ny jobs at Citi Group in United States, New York
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332 jobs found
01.04.2025
CG
Citi Group CLO Research Strategist New York NY United States, New York, New York
The strategist is expected to collect, outline and explain information giving insights that drive creative solutions in the Macro environment in which our clients businesses operate. Their insights provide clarity...
Citi Research focuses on delivering high quality investment insights to investors on a global basis with a high emphasis on independence and objectivity in its products and insights. The unit...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
Participate and lead strategic and tactical engagement meetings with executives across the asset management landscape. Design and implement programs to help align resources and solutions for key partners aligned to...
Manage forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results against plans monthly. Lead a team in conducting month-end close processes including the consolidation of flash estimates,...
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors...
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup,...
The strategist is expected to collect, outline and explain information giving insights that drive creative solutions in the Macro environment in which our clients businesses operate. Their insights provide clarity...
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