About this opportunity
Citi lists this Senior Wealth Advisor, Staten Island opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi Private Bank is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client segments in Staten Island, NY. You will collaborate with a Wealth team to meet the needs of affluent clients, including access to a wide range of investment solutions and research.
You will establish and deepen client relationships, manage referrals, and ensure strict adherence to KYC/AML and Citi compliance.
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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.