Senior Wealth Advisor SAFE ACT
Citi(1 month ago)
About this role
A Senior Wealth Advisor SAFE Act is a senior strategic professional at Citi who provides high-level advisory services to ultra-high-net-worth clients in the United States. The role involves applying sophisticated analytical judgment, staying current with industry trends, and providing authoritative advice that influences private client coverage and financial planning services.
Required Skills
- Financial Analysis
- Wealth Management
- Investment Strategy
- Client Relations
- Prospecting
- Compliance
- Risk Assessment
- Communication
- Microsoft Excel
- Bloomberg
Qualifications
- Bachelor's Degree
- Master's Degree (Preferred)
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Group 1 Insurance
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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