Strategic Financial Advisor
3 weeks ago
The role of a VP/Commercial Banker at Citigroup Inc involves providing strategic financial guidance to clients, leveraging extensive knowledge of banking and product systems, platforms, tools, and capabilities. This position requires a deep understanding of client goals and risk tolerance, as well as the ability to develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Key Responsibilities:- Serve as a trusted advisor to clients, providing strategic advice on financial matters and building long-term relationships.
- Develop and maintain a deep understanding of client goals, risk tolerance, and financial situations to provide personalized solutions.
- Collaborate with cross-functional teams to deliver comprehensive financial solutions and services.
- Stay up-to-date on market trends, regulatory requirements, and industry developments to ensure clients receive the best possible advice.
- Communicate complex financial concepts and investment strategies to clients in a clear and concise manner.
- Extensive experience in Private Banking, preferably with a focus on the UHNW market.
- Proven track record in relationship selling and client relationship management.
- Strong knowledge of Citi Private Bank banking and product systems, platforms, tools, and capabilities.
- Fluency in foreign languages, as required.
- Strong IT skills, including Excel and Word.
- Bachelor's/University degree, Master's degree preferred.
Citigroup Inc offers a competitive salary range and a comprehensive benefits package, including medical, dental, and vision coverage, life, accident, and disability insurance, and paid time off packages. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Financial Services Professional
4 weeks ago
Palo Alto, California, United States LPL Financial Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive suite of financial services to bank clients. This employment opportunity at BMO Bank N.A. in Palo Alto, CA would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...
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Financial Services Professional
3 weeks ago
Palo Alto, California, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential in Financial ServicesLPL Financial partners with banks to offer a comprehensive menu of financial services to bank clients. This employment opportunity at BMO Bank N.A. in Palo Alto, CA would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...
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Strategic Finance Leader
4 weeks ago
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Senior Legal Advisor
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Tax Advisor
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Strategic Development Director
3 weeks ago
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Strategic Finance Analyst
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Tax Advisor
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Membership Sales Advisors, Palo Alto
4 weeks ago
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Strategic Growth Director
3 weeks ago
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Strategic Operational Excellence Champion
3 weeks ago
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Sales and Membership Growth Advisor
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Senior Wealth Management Advisor
4 weeks ago
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Strategic Accounting Director
3 weeks ago
Palo Alto, California, United States Vaco Full timeJob SummaryWe are seeking a highly skilled Associate Director of Accounting to join our team at Vaco. As a key member of our accounting department, you will be responsible for leading the accounting close process, ensuring timely and accurate financial reporting.ResponsibilitiesLead the Accounting Close Process: Oversee the accounting close process, ensuring...
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Retail Sales Advisor
3 weeks ago
Palo Alto, California, United States United Legwear and Apparel Company Full timeAbout United Legwear and Apparel CompanyUnited Legwear and Apparel Company is a global designer, manufacturer, and distributor of legwear, bodywear, apparel, and accessories. Our mission is to deliver superior products that ensure superior customer satisfaction.We strive to foster an inclusive company culture that stands united to accomplish our mission. We...
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Financial Planning Specialist
3 weeks ago
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Strategic Business Development Director
4 weeks ago
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Financial Officer
4 weeks ago
Palo Alto, California, United States The Pennsylvania State University Full timeJob SummaryThe Office of Budget and Finance at Penn State is seeking a highly skilled Financial Officer to provide leadership in financial management and budget execution for Student Affairs, University Health Services, and Campus Recreation. This role will be responsible for maintaining sound financial operations, providing strategic analysis, and ensuring...
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Financial Officer
4 weeks ago
Palo Alto, California, United States The Pennsylvania State University Full timeJob SummaryThe Pennsylvania State University is seeking a highly skilled Financial Officer to join its team. This role will provide leadership in the management of financial and budget execution matters for the organization.The successful candidate will be responsible for maintaining sound financial operations across multiple fund types through internal...
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Retail Sales Advisor
3 weeks ago
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