Beverly Hills, California, United States · On-site
$70k–$200k/yr
Senior$3.5B raised
The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized techni…
The Deputy Counsel is an intermediate position responsible for managing a variety of day-to-day legal activities in coordination with the Legal team. The overall objective of this role is to provide legal support, advice…
The successful candidate will work closely with Trading, Operations, Finance, Compliance, Technology, and other support functions to ensure accurate trade capture, effective risk controls, and smooth post-trade processin…
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad ran…
Banker - GNB - Japan Desk - Director or Vice President
United States · On-site
$200k–$300k/yr
Senior+$3.5B raised
The Banker is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial …
Skills: Capital Markets, Strategic Advisory, Mergers and Acquisitions, Credit Risk Management, Treasury Solutions
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · Hybrid
Senior+$3.5B raised
Citi Equities Technology organization is looking for a senior, hands-on technologist to drive the global architecture & technology delivery of its market making platforms. This is a strategic position to drive technology…
Skills: Low-latency Trading, System Optimization, Java, Rust, C++
AI and Application Development Engineer - Vice President
Mississauga, Ontario, Canada · Hybrid
$121k–$171k/yr
Senior+$3.5B raised
The AI and Application Development Engineer is a senior level position responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology team. The overall o…
Skills: Angular, Java, Spring Boot, MongoDB, AI Agents
Charlotte, North Carolina, United States · On-site
$82k–$122k/yr
Mid level$3.5B raised
The Pricing Execution and Reporting Analyst is an intermediate level position responsible for the development of product and pricing plans, strategies and tactics in coordination with the Pricing team and Product Managem…
AML Junior Analyst - Convocatoria Inclusión Laboral (Discapacidad con Certificación Oficial)
Bogota, Capital District, RAP (Especial) Central, Colombia · Hybrid
Entry level$3.5B raised
The AML Analyst is an entry-level position responsible for assisting with risk and compliance reviews in coordination with the broader Anti-Money Laundering (AML) team. The overall objective is to utilize basic AML knowl…
Skills: Analytical Thinking, Credible Challenge, Digital Skills, Laws And Regulations, Planning And Organizing
The Applications Development Technology Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology team. The …
Skills: Generative AI, Python, Large Language Models, RAG, LangChain
Engineer the future of global finance. At Citi, our Tech team doesn’t just support finance – we are helping to redefine it. Every day, $5 trillion crosses through our network. We do business in 180+ countries operating a…
The Applications Development Intermediate Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in c…
The Applications Development Senior Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to establish and implement new or revise…
Skills: Applications Development Management, Stakeholder Management, People Management, Project Management, Technical Oversight
The Business Analytics Analyst 1 is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the unde…
SVP Lead Full Stack Engineer (M&A Technology & AI)
Irving, Texas, United States · Hybrid
$156k–$234k/yr
Senior+$3.5B raised
Citi is looking for a highly skilled and innovative Full Stack Engineer with a strong background in modern enterprise architecture and a passion for Artificial Intelligence. This role will lead AI-enabled engineering ini…
Citibank, N.A. seeks a Regulatory Capital Risk Sr. Lead Analyst for its New York, NY location. Duties: Develop the risk management strategy for the Finance function with a focus on robust risk challenges and mitigations …
The Lead Java Back End Developer is responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to lead ap…
Skills: Java, Spring Boot, System Analysis, API Development, Oracle
Citi Wealth - Wealth Relationship Manager SAFE Act - North Jersey
Paramus, New Jersey, United States · On-site
$88k–$133k/yr
Senior$3.5B raised
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and…
BANAMEX Coordinador(a) de Casa de Cultura Banamex OAXACA
Oaxaca City, Oaxaca, Mexico · On-site
Senior$3.5B raised
The Community Dev Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid underst…
Part-Time Universal Banker (20 Hours), Redwood City Branch
Redwood City, California, United States · On-site
$24/hr–$31/hr
Mid level$3.5B raised
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role …
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$70k–$200k/yr
Full-time
bachelor degree, postgraduate degree
Medical coverage, Dental coverage, Vision coverage, 401(k), Life insurance, Accident insurance
Posted 51d ago
~40 hrs/week
Responsibilities
Provide comprehensive financial and investment services to Ultra High Net Worth clients while developing strategic financial plans with Private Bankers. Conduct sophisticated market analyses to recommend portfolio adjustments and drive asset base growth through referrals.
Requirements
Requires 6-10 years of experience and NYSE Series 7 and 66 licenses. A bachelor's degree is required, with a master's degree preferred, along with proficiency in financial software and Bloomberg.
Full job description
The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
Conduct sophisticated economic and financial market analyses.
Analyze economic trends/activities and advise the effects on the investors' portfolios
Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
6-10 years of experience
NYSE Series 7 and 66 licenses and additional licensing as needed
Proficient in software applications (ex. Microsoft Word, Excel.
Knowledge of Bloomberg a definite asset
Ability to communicate with co-workers and clients.
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
Wealth ManagementUltra High Net WorthNYSE Series 7NYSE Series 66BloombergFinancial PlanningPrivate BankingPortfolio AnalysisEconomic TrendsRisk ManagementComplianceAsset GrowthInvestment StrategyFinancial Markets
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
BankingCommercial BankingInvestment BankingWealth ManagementCredit CardsCapital MarketsEquity and Fixed Income ResearchConsumer LendingCash Managementand Transaction Services
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
BankingCommercial BankingInvestment BankingWealth ManagementCredit CardsCapital MarketsEquity and Fixed Income ResearchConsumer LendingCash Managementand Transaction Services