Wealth Relationship Manager - Newport Beach Ca jobs at Citi Group
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1,312 jobs found
20.12.2024
CG
Citi Group Senior Internal Auditor AVP - Wealth Management United States, Texas, Houston
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...
Manage team of business analysts supporting deep system and policy expertise with responsibilities including work allocation, budget and planning, performance evaluation, compensation, staffing and other duties as assigned. Provide technical...
Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region....
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations. Introduces solutions to clients in building and strengthening an...
Highly visible position needing a comprehensive and standardized management ofthe essential business requirements for all three NAM PSLB sitesfor the Risk and Controls responsibilities and Non-Employee Agency Relationship Management.Risk and...
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...
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...
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...
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