Citi is seeking a Senior Wealth Advisor in Brooklyn, NY to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team, support clients with planning, and guide them through tailored investment solutions and research.
The role emphasizes relationship-building, regulatory compliance, and ongoing client service, with a focus on affluent and high-net-worth clientele and cross-functional collaboration.
#J-18808-LjbffrUHNW Wealth Advisor & Relationship Leader in new york at Unknown Company
This position is listed as full time and onsite.