- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ... such as Banking, Lending, Investments and understand importance of KYC , Client Onboarding and Client Reporting. As part of...will have a unique exposure to worlds of Technology, Business , Operations, PMO and Business Management through… more
- Citigroup (Miami, FL)
- …worth clientele. They utilize the client relationships they build to recognize business growth opportunities. The Service Officer strives to continuously improve all ... services, and processes. **Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients… more
- Robert Half Finance & Accounting (Miami, FL)
- …trends and opportunities. * Prepare accurate and timely sales reports to support business decision-making. * Collaborate with CFO to create financial sales plan and ... execute. * Conduct KYC (Know Your Customer) research and orchestrate meetings. * Manage strategy by addressing operational challenges and streamlining processes. *… more
- Citigroup (Tampa, FL)
- …Analytics, Mathematics, or related quantitative field, and 1 year of experience as a Data Analyst , Business Analyst , Banking Analyst , Officer, or related ... of the specified experience. Full term of experience must include: AML, KYC ; Business Intelligence, Data Visualization; Exploratory Data Analysis. Applicants… more