Senior UHNW Wealth Advisor
Citigroup Inc.
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Job summary
Citi Global Wealth in New York is seeking a Senior Wealth Advisor to deliver comprehensive financial planning and wealth management solutions to ultra-high-net-worth clients.
You will work closely with Citi Private Bank and Citigold specialists to design tailored strategies, coordinate family office services, and guide investment, estate, and liquidity planning.
Strong communication skills, regulatory knowledge, and a client-first mindset are essential for success in this role based in NYC.
Job description
Citi Global Wealth in New York is seeking a Senior Wealth Advisor to deliver comprehensive financial planning and wealth management solutions to ultra-high-net-worth clients.
You will work closely with Citi Private Bank and Citigold specialists to design tailored strategies, coordinate family office services, and guide investment, estate, and liquidity planning.
Strong communication skills, regulatory knowledge, and a client-first mindset are essential for success in this role based in NYC.
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