Senior UHNW Wealth Advisor & Portfolio Strategist
Job in
Chino Hills, San Bernardino County, California, 91709, USA
Listed on 2026-08-22
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Citi in Chino Hills, California, is seeking a Senior Wealth Advisor to serve Ultra High Net Worth clients in the United States. You will manage client accounts, develop financial strategies with Private Bankers, and conduct sophisticated market analyses to guide investment decisions.
The role requires 6–10 years of experience, FINRA Series 7 and Series 66, plus strong communication and a solid financial background. We offer competitive benefits and a comprehensive compensation package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×