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Job description
Citi is seeking a Senior Wealth Advisor in Huntington, NY to serve Citigold and Citigold Private Client segments with comprehensive financial guidance. You will collaborate with a Wealth Relationship Manager and experts to tailor investment strategies, including traditional and alternative investments, and ensure client-centric service.
The role emphasizes proactive client engagement, adherence to KYC/AML, and delivery of best-in-class research and solutions through Citi’s Wealth platform.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.