Senior Wealth Advisor | Brooklyn

Citigroup Inc.; New York (NY); On-site; USD 150,000 - 230,000; Full time

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 brings together the full power of Citi to serve the entire continuum of wealth clients.The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial