Director Hnw Investment Counselor - Citi Private Bank jobs at Citi Group
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370 jobs found
22.07.2025
CG
Citi Group KYC Name Screening Analyst- Citi Private Bank Tampa FL United States, Florida, Tampa
Partner with internal units to ensure adequate due diligence process is carried out for customer accounts and documentation reviews. Verify and confirm banker ownership of KYC Records to ensure continuous...
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...
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,...
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....
Contributes to the design, roll-out and governance of financial solutions, including:. Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products,...
Fully accountable for servicing and supporting Citi’s high-net-worth Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly...
Serve as the Voice of the Client within Citi, driving improvements in client satisfaction. Align with global and regional teams to ensure seamless delivery of Citi’s end-to-end client experience. Conduct...
Partner with internal units to ensure adequate due diligence process is carried out for customer accounts and documentation reviews. Verify and confirm banker ownership of KYC Records to ensure continuous...
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