Citi Trust Ct Wealth Planner Principal - C15 Ny jobs at Citi Group in United States, New York
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239 jobs found
20.12.2024
CG
Citi Group Wealth - Integrated Client Engagement Manager Director United States, New York, New York
Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region....
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
Identify, vet and address potential risks or escalated issues with the assistance of functional partners. Collaborate with the team to provide advice to business with respect to applicability of policies...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup and the Plans, its clients and assets, by driving compliance with applicable...
Lead a global Wealth Deposit pricing strategy development and opportunity identification. Monitor external market and competitive trends proactively and drive thought leadership. Structure, manage, and lead teams through the strategy...
Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level. Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and...
Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region....
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