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Top Tech Jobs & Startup Jobs in San Francisco, CA
Aerospace • Appliances
Provide comprehensive financial and investment services to ultra-high-net-worth US clients. Manage high-net-worth accounts, develop strategies with Private Bankers, perform economic and market analyses, recommend portfolio changes, grow assets via referral-based prospecting, and ensure compliance, risk assessment, and strong client communication.
Top Skills:
BloombergExcelMicrosoft Word
Aerospace • Appliances
The Senior Portfolio Advisor is responsible for engaging clients, collaborating on investment strategies, and driving compliance with Citi policies while promoting portfolio performance and development.
Aerospace • Appliances
Build and deepen relationships with affluent and HNW clients to grow wallet share through holistic financial planning, referrals, and face-to-face engagement. Source and convert referral leads, partner with product specialists, ensure KYC/AML and compliance, register as required (FINRA, Insurance Group 1, NMLS), and coach branch team members.
Top Skills:
ExcelMoney Guide ProNaviplan SelectOutlookWord
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