Senior Wealth Advisor SAFE ACT
Citi
About this role
The Senior Wealth Advisor provides financial and investment services targeted at Ultra high Net Worth clients, managing accounts and advising on investment strategies based on economic and market analyses. The role involves developing client relationships, assessing risks, and ensuring compliance within a financial services environment.
Skills
Qualifications
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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About Citi
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for Citi.
Salary
$70k
per year