Wealth Relationship Manager Safe Act - Skokie Il jobs at Citi Group
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1,576 jobs found
31.12.2024
CG
Citi Group Personal Banker SAFE Act - East Williamsburg Branch De Novo United States, New York, New York
Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and...
Lead the strategic initiative to revise, update, implement and maintain new revenue share agreements between Wealth and other business units at Citi working closely with key stakeholder inside and outside...
Own the full onboarding cycle from the point of sale, technical solutioning, development support/troubleshooting, sandbox and live environment testing, right through to go live. Proactively develop and manage the customer’s...
Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards. Review and approve the Business Monitoring Quarterly summary and serve as...
Manage and lead KYC operations, including executing processes in accordance with Citi compliance policies and overseeing the KYC control environment. Perform program management of existing Business As Usual (BAU)/Refresh process...
Support the tax analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting....
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...
Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and...
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