Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region Citigroup Inc
Wealth at Work, Managing Director, Investment Counselor Team Lead, West RegionSan Francisco, CA
For those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team). They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.
28 days ago