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Senior Wealth Advisor: UHNW Growth & Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-17
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below
Citi Private Bank in New York seeks a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citi Gold and Citi Gold Private Client clients. You will work with a dedicated Wealth team to serve affluent and high-net-worth clients, coordinating with Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
Responsibilities include acquiring new assets, deepening relationships, making securities recommendations, and ensuring strict
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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