Wealth Relationship Manager - San Carlos/hillsdale jobs at Citi Group in Costa Rica
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22 jobs found
28.07.2024
CG
Citi Group Wealth Relationship Manager - San Carlos/Hillsdale Costa Rica, Alajuela Province
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards. Review and approve the Business Monitoring Quarterly summary and serve as...
Develop and execute audit plans. Manage a small to medium sized team of Internal Audit professionals that delivers audit reports, in accordance with Internal audit and regulatory standards. Manage audit...
Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards. Review and approve the Business Monitoring Quarterly summary and serve as...
Manage and lead KYC operations, including executing processes in accordance with Citi compliance policies and overseeing the KYC control environment. Perform program management of existing Business As Usual (BAU)/Refresh process...
Partner with Relationship Management and Compliance teams to assist with the preparation, development, due diligence and approval of the electronic Know Your Client (KYC) record and supporting appendices. Create and...
Lead, evaluate, provide resources and drive a team towards realistic goals. Apply technical expertise to strategize for current/future technological developments and serve as point of contact for technical questions. Apply...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
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