Citi is seeking a Senior Wealth Advisor to provide advanced financial and investment services to a Ultra High Net Worth client base in the United States. You will collaborate with Private Bankers to co-create financial strategies and manage high net worth accounts with sophisticated market analyses and risk assessment.
The role requires a solid background in finance, credentials such as FINRA Series 7 (and 66 for CGMI), and proficiency with Bloomberg, Excel, and Word.
#J-18808-LjbffrUHNW Wealth Strategy Advisor in chino hills at Unknown Company
This position is listed as full time and onsite.