Wealth National Client Onboarding Specialist jobs at Citi Group
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310 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...
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...
Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level. Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and...
Serve in a hybrid (in-market/in call center) functionality, engaging in community business development and activities in partnership with Strategic Markets business development officers to drive mortgage opportunity and lending. Drive...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of...
Ensure awareness of the “End User Computing” (EUC), and “IT -enabled Smart” (ITeSS) Policy and Standards; communicate recent policy changes and program updates to all Tax stakeholders. Responsible for supporting...
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...
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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