Citi Wealth - Wealth Advisor - Vice President
Citi(1 month ago)
About this role
The Wealth Advisor is a senior role within Citi Global Wealth focused on serving High Net Worth professionals in law, accounting, asset management and related fields. The position is part of Citi Global Wealth at Work and supports the delivery of comprehensive wealth management services while contributing to the business’s commercial objectives and client experience.
Required Skills
- Client Acquisition
- Investment Advice
- Wealth Planning
- Portfolio Review
- KYC Compliance
- Relationship Management
- Pipeline Management
- Cross-Selling
- Risk Assessment
- Compliance
Qualifications
- Bachelor's Degree
- Master's Degree
- CFA (preferred)
- FINRA Series SIE
- FINRA Series 7
- FINRA Series 31
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
About Citi
citi.comCitibank 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.
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