• Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral leads + Manage ... adhere to all Regulatory and Compliance operating procedures + Ensure strict adherence to KYC/ AML and other compliance norms + Partner with all roles on branch team… more
    Citigroup (02/23/25)
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  • Senior Wealth Advisor - International Personal…

    Citigroup (San Francisco, CA)
    …appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral leads . Manage ... adhere to all Regulatory and Compliance operating procedures . Ensure strict adherence to KYC/ AML and other compliance norms . Partner with all roles on branch team… more
    Citigroup (02/19/25)
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