What are the responsibilities and job description for the High Net Worth Financial Advisor position at Citigroup Inc?
Citi Global Wealth offers a comprehensive wealth management platform, supporting ultra-high-net-worth individuals and family offices through Citi Private Bank. The unified business operates in the affluent and high-net-worth segments through Citigold and Citigold Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work.
The Senior Wealth Advisor role is designed to offer comprehensive financial and investment advice to Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to industry-leading investment solutions, allowing them to deliver traditional and alternative investments, managed account solutions, best-in-class research, and expert advice for all clients.
As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of affluent and high-net-worth clients. This includes a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants, and Home Lending Officers.
Citi has multiple locations across the United States, providing numerous opportunities for top talent. If you see this posting but don't see a location that works for you, feel free to apply, and a recruiter will reach out to discuss your options.
