Citi Wealth Planner

Citi

Part-time

Salary

$0 - $0 per yearly

Location(s)

  • Dallas Texas US, New York City New York US

Description

The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances. Essential Duties & Responsibilities. Demonstrates technical expertise and ability to provide guidance on we

Tags

  • General

How to apply

Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=ZWYzZmYzNzQwY2QwNGZkNWI4OGQ3M2ViYjU5M2U3NGV8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site