Senior Wealth Advisor SAFE Act
Citi(10 days ago)
About this role
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.
Required Skills
- FINRA Series 7
- Series 66
- Microsoft Word
- Microsoft Excel
- Bloomberg
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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