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© All Rights Reserved. ApplyBlast.com
Citi
The Senior Wealth Advisor provides comprehensive financial and investment advice to affluent and high-net-worth clients within Citi's Private Wealth Management and Retail bank segments. This role involves building and deepening client relationships, making securities recommendations, and collaborating with a dedicated wealth team to meet diverse financial needs. The position requires mastering referral opportunities, ensuring strict compliance with regulatory standards, and contributing to a positive client experience.
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.
Right around the average for this role
Citi Downgrades Crypto Exchange Gemini After Cutting Bitcoin, Ethereum Price Targets
21 hours ago
