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Job description
Citi is seeking a Senior Wealth Advisor in California for a hybrid role serving Citi Private Bank, Citigold, and Citigold Private Client segments. You will deliver comprehensive financial advice, leverage Wealth's investment platform, and collaborate with a dedicated Wealth team to meet affluent and high-net-worth client needs.
Responsibilities include attracting new assets, deepening existing client relationships, and ensuring strict adherence to KYC/AML, with support from a Wealth Relationship
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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.