Director Hnw Investment Counselor - Citi Private Bank jobs at Citi Group in United States, San Francisco
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United States
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San Francisco
19 jobs found
11.03.2025
CG
Citi Group Senior Wealth Advisor - International Personal Bank San Fran... United States, California, San Francisco
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,...
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...
Working with CCB and Corp Bank to develop and grow pipeline for Institutional Investments. Work with various Wealth product partners – Citi Investment Management, Investment Counselor, Service, Risk, Compliance to...
Directly supports a C16 level manager and generally supports an entire department. Manages day to day calendar(s) of senior management. Coordinates all aspects of executive level manager appointments, meetings, receptions...
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...
Drive the strategy for Customer Service to deliver on regional needs and ensuring alignment with Global priorities. Lead Self-service and Client Digitization agenda across the region. Lead the engagement in...
Conduct industry analysis and research to intelligently advise corporate clients. Handle multiple banking projects while managing time and expectations. Develop new business presentations. You are pursuing an MBA from a...
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,...
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