Citi Private Bank - Lending Advisor jobs at Citi Group in United States, San Francisco
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United States
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San Francisco
17 jobs found
22.04.2025
CG
Citi Group Citi Private Bank - Lending Advisor United States, California, San Francisco
Establish a reputation of execution and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. The internal sales leader for Structured Lending and...
The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The...
Defining, managing and maintaining the Citi Ventures voice and editorial strategy. Working with subject matter experts across CV, Citi, the CV portfolio and the innovation ecosystem to develop strategically aligned...
Serve as a key resource in driving new business generation. Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs. Identifies...
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,...
Establish a reputation of execution and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. The internal sales leader for Structured Lending and...
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