Deliver wealth management services to clients with guidance from the Banker teams.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
2-5 years relevant experience
Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
US: Licenses: Series 7/63 or 7/66 or willing to acquire
Education:
Bachelor's/University degree or equivalent experience
Private Client CoverageClient ServicesFull timeSan Francisco California United States$78,320.00 - $109,280.00