Senior Wealth Advisor
1 day ago
Citi Global Wealth is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the financial needs of our clients.
Key Responsibilities:- Build and maintain relationships with new and existing clients to provide personalized financial planning and investment advice.
- Develop and implement customized financial plans to help clients achieve their financial goals.
- Provide ongoing portfolio management and investment advice to clients.
- Collaborate with internal teams to ensure seamless delivery of wealth management services.
- Stay up-to-date with market trends and regulatory changes to provide expert advice to clients.
- 5-8 years of experience in a financial advisory capacity.
- Strong analytical and financial skills.
- Excellent communication and interpersonal skills.
- Ability to work in a team environment and collaborate with internal teams.
- Knowledge of financial planning software and investment products.
Bachelor's/University degree or equivalent experience.
Job Family:Financial Planning Services.
Time Type:Full time.
Primary Location:San Rafael, California, United States.
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