Wita Tour
The Citigold Client Advisor serves as a strategic partner and trusted advisor to high-net-worth individuals, delivering comprehensive wealth management guidance and bespoke financial solutions. This client-centric role focuses on building deep, long-term relationships while driving the growth of the Citi Wealth franchise through personalized strategies encompassing investment management and advanced planning. The position requires proactive anticipation of client needs and collaboration with internal specialists to provide a holistic client experience.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Wita Tour.
Wita Tour didn’t post a salary, so this is our estimate from similar listings.
53% above the average for this role