Job Description
Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Wealth Advisor is the primary advisor serving High Net Worth professionals in these fields.
The Wealth Advisor is a senior-level position responsible for deepening existing client relationships and driving the delivery of comprehensive wealth management solutions. Working in close coordination with the dedicated team, the Wealth Advisor will ensure a superior client experience while making significant contributions to the commercial objectives and growth of the business.
**Responsibilities:**
+ Proactively identify, engage, and convert prospective clients while deepening relationships with existing clients by positioning the full value proposition across deposits, investments, mortgage, and lending.
+ Provid...
The Wealth Advisor is a senior-level position responsible for deepening existing client relationships and driving the delivery of comprehensive wealth management solutions. Working in close coordination with the dedicated team, the Wealth Advisor will ensure a superior client experience while making significant contributions to the commercial objectives and growth of the business.
**Responsibilities:**
+ Proactively identify, engage, and convert prospective clients while deepening relationships with existing clients by positioning the full value proposition across deposits, investments, mortgage, and lending.
+ Provid...