Job Summary

• Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to business and individual banking, credit and investment products.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Matching Summary

Salary

Base: $98,960.00 - $148,440.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Key Requirements

• 5-8 years of experience
• Strong organizational and time management skills
• Problem solving and data analysis
• Client facing experience
• Operations and compliance background
• Previous sales referral experience
• Knowledge of investments, banking, and credit products
• Series 7/63 or 7/66 licenses or willing to acquire within 120 days
• Bachelor's/University degree or equivalent experience

Work Rights