Citi Wealth Work - Investment Counselor Svp jobs at Citi Group in United States, San Francisco
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38 jobs found
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Citi Group SVP Lending Advisor – Citi Wealth United States, California, San Francisco
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...
Oversee large, complex teams in global locations within IAM ISA Service Delivery Operations. Manage provisioning functions from application to infrastructure (e.g., Active Directory, Encryption, etc.). Accountable for resources, budget analysis,...
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution. Ensures timely completion of Know Your Client (KYC) and other regulatory requirements,...
This position is a producing-manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment counselors, associates and analysts. The...
Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients. Curate a high performing team culture through...
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,...
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