Citi

Citi Wealth At Work Banker Director Palo Alto California United States Of America

Citi

6 months ago
Palo Alto, California
Onsite
Full Time
Senior
0 applicants
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Citi
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About this role

A Senior Private Banker at Citi Global Wealth serves ultra-high-net-worth clients by providing strategic financial advice and solutions. The role involves building strong client relationships, understanding their financial goals, and leveraging Citi's banking and investment products to meet their wealth management needs.

Skills

Qualifications

Series 7Series 66Bachelor's DegreeMaster's Degree (preferred)
Citi

About Citi

citi.com

Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.

About Citi

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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