Director Investment Counselor - Citi Private Bank jobs at Citi Group
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657 jobs found
11.03.2025
CG
Citi Group Structurer - Fixed Income Solutions Director New York United States, New York, New York
Originate transactions through product pitches / marketing to the sales force and clients. Lead approval process of new products and bespoke transactions. Lead execution of mandated transactions. Be an integral...
Work closely with colleagues from Operations & Technology, Compliance, Legal, Risk & Control and business unit managers to ensure transparent and aligned objectives. Support in addressing questions arising from regulators,...
Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration and...
Facilitate the end-to-end lending process within the US CCB for the assigned relationships and portfolio. Knowledgeable of assigned portfolio and industry, and able to articulate and support a credit view...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
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...
Supports planning, directing and coordinatingactivitiesto drive Digital KPIs. Ensure seamless digital delivery, client experience, and client communication strategies as well as help prioritize, negotiate, and remove obstacles to achieve business...
Originate transactions through product pitches / marketing to the sales force and clients. Lead approval process of new products and bespoke transactions. Lead execution of mandated transactions. Be an integral...
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