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Citi

UHNW Wealth Advisor & Relationship Leader

new york, NY

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About this opportunity

Citi lists this UHNW Wealth Advisor & Relationship Leader opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Citi is seeking a Senior Wealth Advisor in Brooklyn, NY to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team, support clients with planning, and guide them through tailored investment solutions and research.

The role emphasizes relationship-building, regulatory compliance, and ongoing client service, with a focus on affluent and high-net-worth clientele and cross-functional collaboration.

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Worksite address

new york, NY, 10261, US

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