Citi Wealth Work - Investment Relationship Officer jobs at Citi Group in United States, San Francisco
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Citi Group Relationship Associate - C13 SAN FRANCISCO United States, California, San Francisco
Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services. Perform financial and operational investigations,...
Designing, developing, delivering and maintaining best-in-class Compliance, programs, policies and practices for ICRM. Translates ICRM strategy and goals across Citi’s clients, products and geographies in a succinct and clear manner;...
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,...
Calls on C-suite executives to form and deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks. Works with product specialists and subject matter experts...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team. Partner with sales teams to exceed client expectations and...
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...
Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services. Perform financial and operational investigations,...
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