Investment Counselor Lead - C13 Miami jobs at Citi Group in United States, Miami
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Job title (1)
United States
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Miami
21 jobs found
12.05.2025
CG
Citi Group Global Event Marketing - Operations Support Lead Analyst Hyb... United States, Florida, Miami
Create the KYC Records in the KYC system sourcing information from internal and external sources by the agreed deadline. Proactively interact with stakeholders to update system with information until final...
Client liaison for tax related matters,taking end to end ownership for client requests and queries. Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants. Establish and...
Exposure to recon based applications such as TLM, Recon Portal, etc., this will be an added advantage. Strong computer skills with advanced knowledge of MS EXCEL. Strong Team Player. Strong...
Delivery and governance of the Liquidity reporting infrastructure changes including external FR 2052a reporting/LCR/NSFR and internal stress metrics like RLAP, RLEN, RCEN reporting. Participates in implementation management for strategic initiatives,...
Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation...
Requirements: Requires a Bachelor’s degree or foreign equivalent in Finance, Economics or related field and 5 years of progressive, post baccalaureate experience as a Treasury Risk Officer, Business Associate, Senior...
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to,...
Create the KYC Records in the KYC system sourcing information from internal and external sources by the agreed deadline. Proactively interact with stakeholders to update system with information until final...
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