Senior Wealth Advisor
Citi(14 days ago)
About this role
This role involves managing financial and investment services for Ultra high net worth clients, including developing financial strategies, analyzing market trends, and advising clients on portfolio adjustments. It requires a strong financial background and professional licensing, with a focus on relationship building and risk assessment.
Required Skills
- Financial Analysis
- Market Analysis
- Investment Strategies
- Client Relationship
- Financial Modeling
Qualifications
- Bachelor's Degree
- Series 7 License
- Series 66 License
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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