Unknown Company

Senior Private Wealth Advisor

new york, new york • Posted 1 weeks ago
Onsite Full Time General

Citi Private Bank is seeking a Senior Wealth Advisor to provide comprehensive financial and investment guidance to Citigold and Citigold Private Client segments in New York. You will collaborate with a Wealth team to deliver tailored strategies across traditional and alternative investments, supported by Citi’s research and advisory platforms.

The role emphasizes client relationship building, rigorous compliance, and ongoing education with licensing obligations, including mortgage origination

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Senior Private Wealth Advisor in new york at Unknown Company

This position is listed as full time and onsite.

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