Wealth National Client Onboarding Specialist - New York jobs at Citi Group
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489 jobs found
22.06.2025
CG
Citi Group Senior Wealth Advisor - One Citibank Center 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,...
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...
Provide guidance and subject matter expertise related to policy and regulatory requirements up to senior management across the businesses and support functions. Act as an SME for AML/KYC and Sanctions...
Use your strong analytical skills to identify, collect, organize, analyze, clean and disseminate significant amounts of information with attention to detail and accuracy. Collaborate with cross-functional teams to define data...
Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures. Interface...
Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level. Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and...
Support design and implementation of a comprehensive and robust Managers Control Self-Assessment (MCA), and the execution of control activities thus improving identification and remediation of significant control issues in a...
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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