Associate Wealth Manager

5 days ago


Hermosa Beach, California, United States Citigroup Inc Full time
Key Responsibilities

As a Licensed Client Service Associate at Citigroup Inc., you will be responsible for:

  • Delivering wealth management services to clients with guidance from Banker teams.
  • Assessing risk when business decisions are made and demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
  • Developing and maintaining strong relationships with clients, colleagues, and stakeholders.

Additional responsibilities include:

  • Managing multiple concurrent deadlines with strong organizational and time management skills.
  • Analyzing data to identify trends and insights, and using this information to inform business decisions.
  • Maintaining up-to-date knowledge of investments, banking, and credit products, as well as relevant laws and regulations.


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