Citi
The Senior Wealth Advisor SAFE Act is responsible for providing financial and investment services to ultra high net worth clients, managing accounts, and developing financial strategies in collaboration with Private Bankers. The role involves analyzing economic trends, advising on portfolio adjustments, and ensuring compliance with regulations. It is a strategic position within private client coverage aimed at growing client assets and safeguarding client interests.
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.
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 Citi.
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