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Senior Wealth Advisor - Los Angeles
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Full-time
- Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc.
- Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
- Acquire new clients through converting referral leads.
- Ensure that KYC/AML and other compliance norms are strictly adhered to
- 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.
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