Citi Global Wealth Investments - Investment Counselor jobs at Citi Group in United States, San Francisco
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United States
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San Francisco
47 jobs found
01.04.2025
CG
Citi Group Citi Commercial Bank - Mid-Corp Relationship United States, California, San Francisco
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. Execution of strategic initiatives launched...
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations. Introduces solutions to clients in building and strengthening an...
Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation...
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team....
Addresses procedural / process related questions and concerns from associates and assists with problem resolution. Provides point of call resolution, a research/escalation resource, and partners with process specialists to research...
Prior experience in Financial services is a plus. Drive and ability to collaborate in teams and work independently. Ability to articulate and debate opinions on potential investments. Ability to navigate...
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. Execution of strategic initiatives launched...
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