Senior Wealth Advisor - San Francisco/castro jobs at Citi Group in United States, San Francisco
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United States
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San Francisco
76 jobs found
21.11.2024
CG
Citi Group Senior Wealth Advisor - San Francisco/Castro 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,...
Requirements: Requires a Master’s degree, or foreign equivalent, in Economics, Management or related field and 4 years of experience as a Program Senior Group Manager, Principal, or related position involving...
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,...
Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible...
Directly supports a C16 level manager and generally supports an entire department. Manages day to day calendar(s) of senior management. Coordinates all aspects of executive level manager appointments, meetings, receptions...
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
Establishes and oversees the application of operational risk policies, technology and tools, and governance processes to create lasting solutions for minimizing losses from failed internal processes, inadequate controls, and emerging...
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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