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Senior Wealth Advisor - Pleasant Hill Ca jobs at Citi Group
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659 jobs found
23.06.2025
CG
Citi Group Securities & Derivatives Senior Analyst - C12 GETZVILLE Hybr... United States, New York
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Overseeing and executing critical core operations activities to maintain a culture and environment where processes, risks, and controls are continually monitored, and potential risks escalated on a timely basis. Daily...
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23.06.2025
CG
Citi Group Project Senior Analyst - C12 TAMPA United States, Florida, Tampa
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Coordinates and disseminates information of process, policy and procedure changes and ensuring the successful completion of projects managed. Applies in-depth disciplinary knowledge of concepts and procedures within own area to...
22.06.2025
CG
Citi Group Securities & Derivatives Senior Manager - C13 GETZVILLE Hybr... United States, New York
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Develop and implement business initiatives, client solutions, or projects affiliated with FXMM settlement. Solve complex inquiries, conduct discovery and complete due diligence activities for client requests. Provide detailed analysis of...
22.06.2025
CG
Citi Group Senior Wealth Advisor - One Citibank Center United States, California, San Francisco
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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,...
22.06.2025
CG
Citi Group Wealth Relationship Manager - Pacific Heights United States, California, San Francisco
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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...
10.06.2025
CG
Citi Group VP / Financial Crimes Wealth Management Policy Adherence & E... United States, Texas, San Antonio
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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...
10.06.2025
CG
Citi Group Personal Banker - Castle Hill Branch United States, New York, New York
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Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
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Description:Full job details
Overseeing and executing critical core operations activities to maintain a culture and environment where processes, risks, and controls are continually monitored, and potential risks escalated on a timely basis. Daily...
These jobs might be a good fit
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