Citi Wealth Work – Law Firm Group Associate Banker Avp/vp - West jobs at Citi Group in United States, San Francisco
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Job type
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Job title (1)
United States
State
San Francisco
91 jobs found
27.05.2025
CG
Citi Group Director HNW Private Banker - San Francisco United States, California, San Francisco
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
Ability to identify service gaps, process inefficiencies, technology opportunities and developsolutions. Ability to interpret and understand policy while networking and building strong and effective relationships with key partners is a...
The IF Transactor is an experienced lending product specialist and Credit Officer within the Investment Finance business, with direct client coverage responsibility.The Transactor is required to have strong structuring skills,...
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...
Administer branch sales, service, control and management of human resources. Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service....
Define and monitor key success metrics to measure overall Financial Crimes (FC) program health. Develop and maintain dashboards and scorecards to report out on FC program health. Identify data needs...
Help execute control activities in support of Managers Control Self-Assessment (MCA) program, also known as Risk & Control Self-Assessment (RCSA). Assist in the MCA program, including the annual/semiannual/quarterly/monthly attestation, quality...
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
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