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UHNW Wealth Advisor: Market Strategy & Portfolio
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-03-07
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A major financial institution is seeking a Financial Advisor in San Francisco to manage high-net-worth clients, provide investment services, and conduct market analyses. The role requires 6-10 years of experience, relevant licenses, and strong communication skills. You will collaborate with Private Bankers to develop financial strategies and maintain client relationships while adhering to compliance regulations. Competitive compensation is offered alongside benefits including medical coverage and retirement plans.
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