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Citi Personal Wealth Management Work Values
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Daily Duties at Citi Personal Wealth Management :
Engaged in investment analysis in support of the Hanes Haber Group wealth management team.Evaluated mutual funds, stocks, and money markets using Morningstar and other research tools.Involved in developing proposed portfolios and 401(k) plans, which were used by financial advisors in client meetings.Formulated database of potential clients and prospects to assist in growing customer base.
What they like about Citi Personal Wealth Management :
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
Financial Analyst, Finance , Accounting, Microsoft Excel, Excel , Microsoft Office, Financial Analysis, Budget Management
Information about Citi Personal Wealth Management
Company Rank: Not Available
Average length of employment : 0 years
Average salary of employees: $40,000
These are some of the questions we asked our climbers about their experiences with Citi Personal Wealth Management :
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Citi Personal Wealth Management had these interests:
| Books | |
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Economist  |
Authoritative weekly newspaper focusing on international politics and business news and opinion. |
