Citi is seeking a Senior Wealth Advisor in California for a hybrid role serving Citi Private Bank, Citigold, and Citigold Private Client segments. You will deliver comprehensive financial advice, leverage Wealth's investment platform, and collaborate with a dedicated Wealth team to meet affluent and high-net-worth client needs.
Responsibilities include attracting new assets, deepening existing client relationships, and ensuring strict adherence to KYC/AML, with support from a Wealth Relationship
#J-18808-LjbffrSenior Wealth Advisor, Private Client (Hybrid, CA) in new york at Unknown Company
This position is listed as full time and hybrid.