• Wealth Relationship Manager SAFE Act

    Citigroup (Falls Church, VA)
    …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) + Organize ... The Wealth Relationship Manager SAFE Act is a seasoned professional role....Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC /AML… more
    Citigroup (05/08/24)
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