Citi Private Bank is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client segments in Staten Island, NY. You will collaborate with a Wealth team to meet the needs of affluent clients, including access to a wide range of investment solutions and research.
You will establish and deepen client relationships, manage referrals, and ensure strict adherence to KYC/AML and Citi compliance.
#J-18808-LjbffrSenior Wealth Advisor, Staten Island in new york at Unknown Company
This position is listed as full time and onsite.