Private Banking Associate VP – Investments
Job in
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2025-12-08
Listing for:
Citigroup Inc.
Full Time
position Listed on 2025-12-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A major financial institution in Palo Alto is seeking an Associate Banker Safe Act Assistant Vice President. This role involves assisting in sales strategies, prospecting new clients, managing existing relationships, and ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong investment knowledge, and must obtain required FINRA Securities Licenses. This position is vital for driving growth and client satisfaction.
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Position Requirements
10+ Years
work experience
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