Wealth Relationship Manager - Aliso Viejo Ca jobs at Citi Group
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650 jobs found
01.07.2025
CG
Citi Group Director Head Business Execution – Citi Wealth Lending United States, New York, New York
Execute against key priorities for the Lending business across multiple countries/jurisdictions and business divisions. Ensure stakeholder buy-in for strategic initiatives, including key stakeholders across the three client segments. Partner with...
Responsible for training team members, monitoring quantity and quality of work and providing feedback to employees on performance. Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure...
Develop and implement business initiatives, client solutions, or projects affiliated with FXMM settlement. Solve complex inquiries, conduct discovery and complete due diligence activities for client requests. Provide detailed analysis of...
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...
Oversee risks, controls, and regulatory initiatives related to Operational Risk Management (ORM), utilizing Agile, Waterfall, and Design Thinking methodologies for optimal outcomes. Manage a diverse portfolio including MRAs, Strategic Projects,...
Execute against key priorities for the Lending business across multiple countries/jurisdictions and business divisions. Ensure stakeholder buy-in for strategic initiatives, including key stakeholders across the three client segments. Partner with...
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