Citi is seeking a Senior Wealth Advisor to build and deepen client relationships, recommend securities, and manage risk within regulatory guidelines. The role requires in-depth knowledge of wealth management and the ability to coordinate with branch teams to deliver a seamless client experience.
Responsibilities include originating new assets, applying financial planning expertise, and ensuring KYC/AML compliance across client interactions.
#J-18808-LjbffrSenior Wealth Advisor: Client Growth & Planning in boca raton at Unknown Company
This position is listed as full time and onsite.