Vp Citi Wealth Existing Customer Marketing jobs at Citi Group
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2,255 jobs found
08.04.2025
CG
Citi Group Senior Wealth Advisor SAFE Act United States, District of Columbia, Washington
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors...
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...
This role is the Wealth FP&A Planning – Executive Decision Support and QMMF / CCAR Lead for overall Wealth. It’s a key role to pull together analysis, forecasting, and all...
Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth. Responsible for conducting the annual review process, which entails...
Manage end-to-end audit processes including the execution of substantive (conformance and transaction) testing and control (design and operation) testing activities to support an opinion on the effectiveness of the spot...
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 audit/review activities for AML Global Functions and cross-functional reviews with Compliance Assurance, Internal Audit, and Stakeholders. Support Audit/Review deliverables. Provide credible challenge to responses and artifacts. Lead discussion with...
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors...
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