Comp Bus Control Senior Analyst Avp/hybrid jobs at Citi Group in United States, San Antonio
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Job title (1)
United States
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San Antonio
99 jobs found
19.12.2024
CG
Citi Group Senior Wealth Advisor United States, California, San Francisco
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
Conduct reviews of client account activity, statements, internet research, and client profile information. Conduct background checks/intelligence/customer research/transactional analysis. Conduct regulatory and sanction screenings as well as review domestic consumer cases...
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
Directly supports a C16 level manager and generally supports an entire department. Manages day to day calendar(s) of senior management. Coordinates all aspects of executive level manager appointments, meetings, receptions...
Exchange potentially complex/sensitive information. Create and maintain distribution list for all who report under their vertical lead. Maintaining IAM Global Process Owner (GPO) & IAM ISA Service Delivery San Antonio...
Serve as technical authority for an area within the business providing advice and counsel related to the technology or operations of the business as well as provide operational assistance. Perform...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
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