Senior Wealth Advisor - Private Client Growth & Strategy
Citi
Citi Private Bank is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client clients in the Chino Hills area. You will collaborate with a Wealth team to meet the needs of affluent and high-net-worth clients through a broad range of investment solutions and planning tools. You will build and deepen client relationships, manage referrals, and ensure compliance with KYC/AML and regulatory standards while coordinating with #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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