Investment Counselor Lead - C13 San Francisco jobs at Citi Group in United States, San Francisco
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Job title (1)
United States
State
San Francisco
82 jobs found
10.06.2025
CG
Citi Group VP / Financial Crimes Wealth Management Policy Adherence & E... United States, Texas, San Antonio
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...
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service. Perform efficient and accurate banking transactions including, managing...
Assist in the execution of Citi’s Investment Banking business activities. Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities. Contribute to building Citi’s franchise....
Assist in the execution of Citi’s Investment Banking business activities. Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities. Contribute to building Citi’s franchise....
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The...
Administer branch sales, service, control and management of human resources. Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service....
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...
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