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Citi Group Senior Wealth Advisor SAFE Act United States, District of Columbia, Washington
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
This role is the Wealth FP&A Planning – Executive Decision Support and QMMF / CCAR Lead for overall Wealth. It’s a key role to pull together analysis, forecasting, and all...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
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,...
Responsible for managing and supporting multiple risk and control programs for the organization including defining the strategy, approach, processes, quality, tools and reporting that provide global risk management consistency and...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors...
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