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Citi

Senior Wealth Advisor

Reposted 13 Hours AgoSaved
In-Office
2 Locations
70K-200K Annually
Senior level
70K-200K Annually
Senior level
Fintech • Financial Services
The Senior Wealth Advisor provides financial services to high net worth clients, develops investment strategies, analyzes market trends, and manages client relationships.
Top Skills: BloombergExcelMicrosoft Word
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Citi

Transaction Manager Account Specialist

Reposted 2 Days AgoSaved
In-Office
Los Angeles, CA, USA
74K-104K Annually
Junior
74K-104K Annually
Junior
Fintech • Financial Services
The Account Specialist will manage multifamily loan transactions, support the lending lifecycle, and work with clients and internal teams to ensure compliance and efficiency.
Top Skills: BuiltExcelLoan IqSQLTableau
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