- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments ... (ie, client -facing) businesses. This position reports to the Wealth Client Segments Control Testing Lead, within the USPB- Wealth -Common … more
- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments ... businesses. This position reports to the Wealth Client Segments Control Testing Head within the Control Testing Utility and is an execution-oriented… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....business opportunities and address the unique needs of specific client segments . + Keep abreast of financial… more
- Citigroup (Merrick, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments . Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It has been created by combining the ... Wealth Management businesses across Citi Global Consumer Bank and...delivered via tailored offerings across the Citigold, Citi Private Client , and Citi Private Bank brands. **Job Background/Context:** The… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business… more
- Citigroup (New York, NY)
- … Wealth is responsible for defining an ambitious, growth-focused strategy across all wealth client segments and products, leading and executing our ... Citi Wealth is a Division of Citi focused on...in-depth analysis of our business, infrastructure and risk and control functions to simplify our global operating model. The… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset classes, markets,… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Citi Global Wealth brings together the full power of Citi...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Citi Global Wealth brings together the full power of Citi...conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 15+ years of… more
- Citigroup (Queens, NY)
- … Wealth policies, standards, procedures, leading appropriate levels of alignment across client segments / product/ regions. + Develop and drive credible plans ... Citi's Wealth business serves the needs of clients across...their goals. The Investments and Insurance Risk Assessment and Control Design Managing Director will be responsible for leading… more
- Morgan Stanley (Purchase, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management. Morgan ... wealth * Reviewing and responding to monthly quality control findings related to the source of wealth...* Experience focused on examining potential clients' source of wealth during the client onboarding process; *… more
- Morgan Stanley (New York, NY)
- …services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management, and Asset Management. Morgan ... with regulatory expectations. Manage processes set up to complete Client Due Diligence for Wealth Management and...Operational support of the CDD Program. Strong knowledge of control frameworks and the ability to design and evaluate… more
- Morgan Stanley (New York, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management ("WM"), and Asset Management. The ... WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world's largest networks...clients, we can tailor banking and lending solutions to client needs. As a market leader, the talent and… more
- Morgan Stanley (New York, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management ("WM"), and Asset Management. The ... WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world's largest networks...clients, we can tailor banking and lending solutions to client needs. As a market leader, the talent and… more
- Morgan Stanley (Purchase, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management. Morgan ... and Risk Officers to onboard new and existing International Banking & Lending client relationships. * Actively identify, measure, control and remediate money… more
- Morgan Stanley (Purchase, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management. Morgan ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
- Citigroup (New York, NY)
- …expertise to identify business opportunities and address the unique needs of specific client segments . + Keep abreast of financial industry developments and ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business… more
- Morgan Stanley (Purchase, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management. Morgan ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
- Morgan Stanley (Purchase, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management. Morgan ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more