Wealth Relationship Manager - Safe Act Eastchester jobs at Citi Group
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856 jobs found
22.06.2025
CG
Citi Group Securities & Derivatives Senior Manager - C13 GETZVILLE Hybr... United States, New York
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,...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
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,...
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...
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...
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