• Financial Consultant | Popular Securities

    Banco Popular Puerto Rico (San Juan, PR)
    …reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to ... Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst (R)), CPWA(R) (Certified Private Wealth Advisor), CFA(R) (Chartered Financial… more
    Banco Popular Puerto Rico (08/09/25)
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  • Wealth Relationship Manager

    Citigroup (Merced, CA)
    …follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC / AML and other compliance norms are strictly adhered to + Partner ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development… more
    Citigroup (09/30/25)
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  • Wealth Relationship Manager - Miami Center Hub…

    Citigroup (Miami, FL)
    …follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC / AML and other compliance norms are strictly adhered. + Partner with ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development… more
    Citigroup (09/27/25)
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  • Citi Wealth - Wealth Relationship Manager - Utopia…

    Citigroup (Queens, NY)
    …follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC / AML and other compliance norms are strictly adhered to + Partner ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development… more
    Citigroup (09/23/25)
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  • Commercial Real Estate, Relationship…

    JPMorgan Chase (San Francisco, CA)
    …as well as adherence to policy & regulatory compliance standards, including AML / KYC , credit exposure-including daily transactional risks and reputational risks. ... **Preferred Qualifications, Capabilities and Skills** + 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real… more
    JPMorgan Chase (09/19/25)
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