Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States
Job Summary
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Matching Summary
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
Salary
Base: $70,000.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs