to expand on investment solutions (e.g. managing NoCD and Qualified Buyers Program for Wealth Management segment) and to work... of productivity reports, transmittal of investment documents, and other administrative functions of Wealth Management. Serves...
, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account... Group. We work closely across functions on a daily basis (including the Trading desks, Risk Management, Operations...
Citi is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management...Officer - Global ID Administration - GIDA Analyst 2, (Hybrid) As a bank with a brain and a soul, Citi creates...
Your role The Trust Solutions Officer is responsible for achieving AUM (volume) and revenue targets for the assigned... Visits branches and wealth centers on a regular basis for product briefings Follows through on referrals from branches...
, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account... Management – Delivery Non Ledger. A solid understanding of Finance and Risk Data Warehouse Operations, as well as, Project...
insurance products. It focuses on financial protection, wealth management, and customer-centric digital solutions... and outages. Operational Efficiency Management Manages day-to-day operations across customer centres, digital platforms, and after...
insurance products. It focuses on financial protection, wealth management, and customer-centric digital solutions... and outages. Operational Efficiency Management - Manages day-to-day operations across customer centres, digital platforms...