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The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
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The Global Head of AML Risk Management - Wealth reports to Citis Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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RoleThe Global Head of AML Risk Management - Wealth reports to Citi’s Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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Set, develop, and implement strategic AML compliance risk management direction for the Wealth group globally including other wealth management clients. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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This includes:Serve as key risk management thought leader for Citi for AML matters relevant to Wealth. Develop, implement, enhance and draft relevant AML policies and procedures for the Wealth designed to manage inherent risk of the business or activity within the firm’s risk tolerance.
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Wealth Manager A wealth manager provides comprehensive financial planning, investment management, and estate planning services for high-net-worth individuals. Additionally, look for advisors who have earned the Certified Financial Planner (CFP) certification, as it demonstrates their expertise in financial planning, investment management, and insurance.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
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We’re looking for a seasoned, autonomous, and entrepreneurial Sr. Growth Product Marketing Manager to join our team and significantly contribute to the evolution of an industry-transforming fintech wealth management firm.
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The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs.
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Prospect and develop client relationships for new and additional business among existing and new account Wealth Management opportunities. Seek new business opportunities to help grow the Wealth Management Department's portfolio of clients.
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Experience in Wealth domain COTS products Domain knowledge of Wealth and Banking Understanding of using SCM tools such as GitHub, Bitbucket and Continuous Integration tool Azure DevOps/ Jenkins.
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In Wealth and Market Infrastructure, we are the backbone of our clients' capital markets and payments capabilities, playing a core role in collateral management, markets, and treasury services and our Pershing business is the leading wealth technology provider.
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Support Divisional Leadership Teams, Private Wealth Advisor Teams (Private Wealth Management & Global Family Office)Support Product Groups in the home office through the oversight of advice, guidance, inquiry, and interactions.
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wealth management jobs Title: business Company: Merrill Lynch
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