Wealth Relationship Manager Safe Act - Manhattan Plaza jobs at Citi Group in United States, New York
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Citi Group Wealth Relationship Manager SAFE Act - Manhattan Plaza United States, New York, New York
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
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...
Participate and lead strategic and tactical engagement meetings with executives across the asset management landscape. Design and implement programs to help align resources and solutions for key partners aligned to...
Manage forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results against plans monthly. Lead a team in conducting month-end close processes including the consolidation of flash estimates,...
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors...
Manages a large multi-faceted project/account/campaign or multiple projects at the same time. Owns project goals leveraging expertise to inspire a sense of shared purpose within the project team. Organizes new...
Ensures IT projects are defined, tracked and communicated. Partners with IT and business leadership and other key stakeholders to identify opportunities and to prioritize projects based on business needs. Impacts...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
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