Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
The Citi Private Bank, one of the largest private banking businesses in the world, provides the wealth creators in today's global economy with a full range of finance, banking, investment, trust and advisory services through its nearly 470 private bankers and 290 product specialists in more than 30 countries. Our clients rely on us for comprehensive solutions, including access to capital, sophisticated investment strategies and liquidity management, as well as expertise from Citi Markets & Banking. Citi Private Bankers act as trusted advisors, designing and coordinating insightful solutions for individual client needs, with an emphasis on personalized, confidential service.
Work jointly with Private Bankers to take clients and prospective clients through the financial planning process (introduction, data gathering, plan creation, plan delivery, and implementation)
- Collaborate with financial planning analysts to help produce comprehensive financial plans
- Interact with clients to address their financial planning issues on an ongoing basis
- Participate as a member of the client advisory team, along with Private Bankers, Investment Counselors, and Trusts & Estates professionals, to develop integrated solutions for clients