Senior Wealth Advisor SAFE Act
Citi(20 days ago)
About this role
The job involves providing financial and investment services to ultra high net worth clients, managing their accounts, and developing tailored financial strategies. It requires conducting market analyses and advising clients based on economic trends. The role emphasizes compliance, relationship building, and investment advising within a private banking context.
Required Skills
- FinancialAnalysis
- InvestmentStrategies
- MarketAnalysis
- ClientManagement
- FinancialPlanning
- Economics
- Banking
- Excel
- Microsoft Word
- RegulatoryCompliance
Qualifications
- BS in Finance or related field
- Series 7
- Series 66 or 63 and 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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