Wealth Relationship Manager – San Carlos Ca jobs at Citi Group in United States, San Carlos
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United States
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San Carlos
108 jobs found
22.11.2024
CG
Citi Group SVP KYC Operations Group Manager United States, Texas, San Antonio
Represent Know Your Client (KYC) team in multiple forums, internally and externally, including senior management discussions and key stakeholder meetings across the business, compliance and operations to provide transparency on...
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,...
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
Manage and develop a diverse team of staff across multiple locations. Oversight of alert investigations, documentation, and reporting of research. Identify and escalate trends/ issues/ red flags as necessary to...
Requirements: Requires a Master’s degree, or foreign equivalent, in Economics, Management or related field and 4 years of experience as a Program Senior Group Manager, Principal, or related position involving...
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,...
Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible...
Represent Know Your Client (KYC) team in multiple forums, internally and externally, including senior management discussions and key stakeholder meetings across the business, compliance and operations to provide transparency on...
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