Senior Wealth Advisor - Chino Hills Ca jobs at Citi Group
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Citi Group VP Portfolio Consultant - Citi Wealth United States, California, Glendale
Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting and writing about such opportunities in diverse forums....
Perform moderately complex audits including drafting audit reports, presenting issues to the business, and discussing practical solutions. Draft audit reports and present issues to the business while discussing practical cross-functional...
Work with existing Team Leads and SMEs to gain an understanding of our existing processes and oversight, ensuring preventative and detective controls are in place and monitored. Gain an in-depth...
Oversee large, complex teams in global locations within IAM ISA Service Delivery Operations. Manage provisioning functions from application to infrastructure (e.g., Active Directory, Encryption, etc.). Accountable for resources, budget analysis,...
Lead key business projects and the implementation of initiatives related to policy governance and manage policy exceptions/approvals and entries. Focus on process improvement and creating efficiencies by ensuring an effective...
Coordinate and book global travel arrangements including flights, hotels and transportation service to include coordinating on any necessary Visa requirements. Submit expenses in a timely manner, reconciling against corporate card...
Manage a team of finance professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions). Drive forward looking processes including forecasts, strategic/operating...
Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting and writing about such opportunities in diverse forums....
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