Senior Wealth Advisor Safe Act - Fresh Meadows / Queens jobs at Citi Group in United States, New York
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445 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....
Actively originates new deal opportunities with pitch materials incorporating an analysis of capital structure, credit profile, market comparables, and industry research. Partners with bankers to meet with clients and prospects...
Directly supports a C16 level manager and generally supports an entire department. Manages day to day calendar(s) of senior management. Coordinates all aspects of executive level manager appointments, meetings, receptions...
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...
Perform moderately complex audits including drafting audit reports, presenting issues to the business, and discussing practical solutions. Draft audit reports and present issues to the business while discussing practical cross-functional...
This role will manage reconciling and processing positions related to Corporate Action events. These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events. Serve...
Ensure seamless administrative operations , handle sensitive tasks with discretion, and provide high level support in a fast-paced environment. Manages complex calendar day-to-day and aligns schedule with Finance COO’s preferences...
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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