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Job description
Citi Global Wealth in Greenwich, CT is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Private Client segments. You will work with a Wealth team to meet the needs of affluent clients, leveraging leading investment solutions and research.
Responsibilities include acquiring new clients, deepening existing relationships, and providing tailored investment advice while maintaining strict KYC/AML and regulatory standards.
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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.