Vp Financial Crimes Wealth Management Policy Adherence & Engagement Lead jobs at Citi Group in United States, San Antonio
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Job title (1)
United States
State
San Antonio
95 jobs found
31.03.2025
CG
Citi Group Senior Wealth Advisor - International Personal Bank San Fran... United States, California, San Francisco
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,...
Addresses procedural / process related questions and concerns from associates and assists with problem resolution. Provides point of call resolution, a research/escalation resource, and partners with process specialists to research...
Investment counselors joining Citi Wealth 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...
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...
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....
Leads a team with a client focus for a successful Onboarding experience for CCB clients by helping to build the foundation of Onboarding readiness for the CCB forecasted growth in...
Lead data and feature engineering efforts to extract, transform, and prepare high-quality data inputs for fraud model development, focusing on identifying key attributes that drive accurate fraud detection. Build predictive...
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,...
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