About this opportunity
Citi lists this Senior Wealth Advisor: Growth & Trusted Guidance opportunity in bethesda, Maryland. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi in Bethesda, MD is seeking a Wealth Relationship Advisor SAFE Act, a senior role responsible for building and deepening client relationships to grow bank and brokerage assets. You will apply financial planning skills and strong discovery to tailor recommendations.
You will coordinate with branch teams, ensure KYC/AML compliance, and maintain regulatory standards while delivering excellent in-branch client experiences. A bachelor's degree and relevant licenses are required.
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Worksite address
bethesda, MD, 20811, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.