Senior Wealth Advisor - One Citibank Center jobs at Citi Group in United States, San Francisco
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United States
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San Francisco
35 jobs found
22.06.2025
CG
Citi Group Senior Wealth Advisor - One Citibank Center United States, California, San Francisco
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
Provide guidance and subject matter expertise related to policy and regulatory requirements up to senior management across the businesses and support functions. Act as an SME for AML/KYC and Sanctions...
The IF Transactor is an experienced lending product specialist and Credit Officer within the Investment Finance business, with direct client coverage responsibility.The Transactor is required to have strong structuring skills,...
Oversee large, complex teams in global locations within IAM ISA Service Delivery Operations. Manage provisioning functions from application to infrastructure (e.g., Active Directory, Encryption, etc.). Accountable for resources, budget analysis,...
Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and...
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
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