Deliver wealth management services to clients with guidance from the Banker teams
Job Summary
Deliver wealth management services to clients with guidance from the Banker teams.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Matching Summary
Deliver wealth management services to clients with guidance from the Banker teams.
Salary
Base: $74,390.00 - $103,810.00; 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
Must-have
wealth management services
risk assessment
compliance adherence
ethical judgment
control issue management
Nice-to-have
analytical thinking
diplomacy skills
attention to detail
interest in operations and compliance
Key Requirements
2-5 years relevant experience
Series 7/63 or 7/66 licenses or willing to acquire
Bachelor's/University degree or equivalent experience