Jobs at Citigroup

Manages and expands affluent and high-net-worth client relationships through financial discovery, profiling, referrals, and holistic banking, credit, investment, and planning solutions. Acquires new clients, grows portfolio value, conducts high-touch client engagement and events, and partners with specialists. Ensures KYC, AML, SAFE Act, FINRA, insurance, and other regulatory requirements are met while supporting branch service and compliance objectives.

Build and expand client relationships, acquire bank and brokerage assets, provide financial planning and investment recommendations, convert referrals, and identify opportunities for additional financial products. The role requires suitability assessments, securities and insurance licensing, compliance with KYC/AML and SAFE Act requirements, mortgage originator registration, strong client service, and collaboration with branch and wealth-management partners.

Build and deepen relationships with affluent and high-net-worth clients, identify financial needs, provide holistic banking, credit, investment, and planning solutions, acquire new clients, generate referrals, organize engagement events, and ensure regulatory compliance. The role requires managing client portfolios, collaborating with branch specialists, assessing risk, and maintaining FINRA, insurance, and mortgage-originator registrations.

Build and deepen relationships with affluent and high-net-worth clients by identifying financial needs, delivering tailored banking, credit, investment, and planning solutions, and expanding portfolio value. Acquire clients through referrals, coordinate with product specialists and branch partners, organize client engagement events, and maintain strong compliance with KYC, AML, FINRA, insurance, mortgage licensing, and regulatory requirements.

Build and deepen affluent and high-net-worth client relationships through financial discovery, profiling, referrals, product sales, and holistic banking, credit, investment, and financial planning solutions. Acquire new clients, expand portfolio value, conduct high-touch engagement and client events, coordinate with specialists, and ensure compliance with KYC, AML, SAFE Act, and other regulatory requirements.

Originates residential mortgage loans by advising customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Develops relationships with real estate agents, builders, CPAs, branch partners, and referral sources to generate mortgage business. Coordinates with processors, underwriters, and closers, promotes Citi financial products, maintains regulatory compliance, and assesses lending risk. Requires mortgage sales experience, residential lending expertise, customer relationship skills, and NMLS registration.

Supports private banking clients through KYC, onboarding, and account-opening processes. Partners with sales, product, KYC, and account-opening teams to fulfill requests, maintain accurate documentation, identify process gaps, assess risks, and escalate control issues. Provides expert client service, manages complex issues and deadlines, advises stakeholders, and supports peer development while ensuring compliance with applicable laws and policies.

Originates residential mortgage loans by advising customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Develops relationships with clients, real estate agents, builders, CPAs, branch partners, and referral sources to generate mortgage business. Coordinates with processors, underwriters, and operations teams, promotes Citi financial services, maintains regulatory compliance, assesses lending risk, and supports customer homeownership goals.

Originates residential mortgage loans by consulting with customers, analyzing financial and credit information, recommending lending solutions, and managing applications through closing. Builds relationships with clients, real estate agents, builders, CPAs, branch partners, wealth teams, and other referral sources to generate mortgage business. Ensures compliance with consumer lending regulations, supports loan processing, promotes Citi financial products, and develops new and retained client relationships.

Originates residential mortgage loans by advising customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Builds relationships with clients, real estate professionals, builders, referral partners, bank teams, and wealth advisors to generate mortgage business. Ensures compliance with consumer lending laws, assesses risk, supports loan processing, promotes Citi financial products, and develops new and existing client relationships.

Build and deepen affluent and high-net-worth client relationships by assessing financial needs, providing holistic banking, credit, investment, and planning solutions, acquiring new clients, and expanding portfolio value. Maintain high-touch client engagement, generate referrals, coordinate with branch specialists, organize client events, and ensure compliance with KYC, AML, SAFE Act, mortgage licensing, and other regulatory requirements.

Sources, acquires, expands, and retains business banking relationships across assigned branches. Manages a high-value client portfolio, develops sales plans, identifies lending and cash management opportunities, and supports credit requests up to $250,000. Partners with branch, wealth, consumer, mortgage, and credit teams to close loans, deepen relationships, achieve sales KPIs, ensure compliance, and deliver strong customer experiences.

Manages Citi’s advisor recruiting program and related portfolio, supporting Regional Directors and Wealth Group Executives across the national wealth organization. Develops recruiting strategies, analyzes funnel performance, resolves process defects, manages risks and compliance, coordinates stakeholders, and improves hiring conversion. Leads recruiting forums, enhances the recruiting playbook, provides coaching and training, and communicates program status and trends to senior leadership. Requires advanced judgment, analytical ability, stakeholder influence, and extensive wealth or recruiting program experience.

Originates residential mortgage loans by consulting with customers, assessing financial qualifications, recommending lending solutions, and managing applications through closing. Builds relationships with clients, real estate agents, builders, CPAs, branch teams, wealth advisors, and referral partners to generate mortgage business. Promotes Citi products, ensures regulatory compliance, coordinates with processors and underwriters, and supports broader banking relationship growth.

Leads Citi’s West Coast Lending Advisory team, driving regional growth, team performance, client acquisition, and execution of tailored lending solutions. Advises ultra-high-net-worth clients and private bankers on complex loans secured by securities, real estate, aviation, fine art, collectibles, and other assets. Partners with underwriting and risk teams to structure compliant proposals, manages the lending pipeline, and serves as a subject matter expert on lending products and market opportunities.

Originates residential mortgage loans by consulting with customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Builds relationships with real estate agents, builders, CPAs, branch partners, and other referral sources to generate mortgage business. Coordinates with processors, underwriters, and closers, promotes Citi financial services, ensures regulatory compliance, and assesses lending risk. Requires mortgage sales experience, residential lending expertise, an established book of business, and NMLS registration.

Originates residential mortgage loans by assessing customers’ financial situations, recommending lending solutions, promoting mortgage products, and developing referral relationships. Partners with processors, underwriters, closers, branch teams, and wealth professionals to facilitate timely closings and expand client relationships. Ensures compliance with consumer-lending regulations, fair-lending requirements, privacy rules, and RESPA. Requires residential mortgage experience, sales and credit expertise, product knowledge, customer-service skills, and NMLS registration.

Build and deepen relationships with affluent and high-net-worth clients by identifying financial needs, delivering holistic banking, credit, investment, and planning solutions, acquiring new clients, and expanding portfolio value. The role manages referrals, client engagement, events, compliance, KYC/AML requirements, and regulatory controls while coordinating with lending, financial advisory, and branch partners.

Build and deepen relationships with affluent and high-net-worth clients, identify financial needs, provide holistic banking and investment solutions, acquire new clients, generate referrals, and grow portfolio value. The role requires client profiling, financial planning, regulatory compliance, KYC/AML adherence, relationship management, client events, and collaboration with lending, investment, and small-business specialists.

Originates residential mortgage loans by consulting with customers, assessing financial qualifications, recommending lending solutions, and managing applications through closing. Builds relationships with clients, real estate professionals, builders, branch partners, and wealth teams to generate mortgage business. Ensures regulatory compliance, supports loan processing, promotes Citi financial products, and develops referral networks. Requires mortgage lending expertise, sales capability, customer service skills, and NMLS registration.