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Citi

UHNW Wealth Advisor & Investment Strategist

chicago, IL

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About this opportunity

Citi lists this UHNW Wealth Advisor & Investment Strategist opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Citi in Chicago, IL seeks a Senior Wealth Advisor to serve Ultra High Net Worth clients in the US, developing strategic financial plans in collaboration with Private Bankers. You will perform advanced market analyses and tailor investment strategies to client objectives, while adhering to strict compliance and ethical standards.

The role requires strong communication, a solid financial background, and Series 7 with Series 66/63-65 where applicable. Competitive compensation and benefits apply.

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Worksite address

chicago, IL, 60290, US

Who can apply

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