• HNW Private Banker SAFE Act

    Citigroup (Miami, FL)
    …on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects + ... **Compliance Oversight and Controls** + Comply with all regulatory policies and control procedures regarding client transactions and suitability + Oversee and ensure… more
    Citigroup (06/03/25)
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