Citi is recruiting a Senior Wealth Advisor in San Francisco to deliver comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will collaborate with Wealth teams to serve affluent clients, leveraging Citi's research and investment solutions.
Responsibilities include building new client relationships, deepening existing ones, making securities recommendations, and ensuring strict compliance with KYC/AML policies.
#J-18808-LjbffrSenior Wealth Advisor, Private Client (CA) in san francisco at Unknown Company
This position is listed as full time and onsite.