Elite UHNW Wealth Strategist

Citigroup Inc.; San Francisco (CA); On-site; USD 70,000 - 200,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life and disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. is seeking a Financial Advisor to serve ultra high net worth clients in the United States, collaborating with Private Bankers to develop tailored financial strategies.

The role requires strong market analysis, portfolio recommendations, and high ethical standards. Applicants should have a 6–10 year track record, Series 7/66 licenses, and proficient computer skills, with a Bachelor’s degree and Master’s preferred.

Qualifications

• Bachelor's degree required or equivalent; Master’s preferred.
• Proficient in MS Word and Excel; Bloomberg experience a plus.
• Strong written and verbal communication skills.

Responsibilities

• Provide financial and investment services to Ultra High Net Worth clients in the US.
• Manage high net worth accounts and collaborate with Private Bankers.
• Conduct sophisticated economic and market analyses; advise on portfolios.
• Identify and communicate investment opportunities while adhering to compliance.

Skills

Microsoft Word

Excel

Bloomberg

Communication

Education

Bachelor's degree

Master's degree preferred

Tools

Bloomberg

Job description

Citigroup Inc. is seeking a Financial Advisor to serve ultra high net worth clients in the United States, collaborating with Private Bankers to develop tailored financial strategies.

The role requires strong market analysis, portfolio recommendations, and high ethical standards. Applicants should have a 6–10 year track record, Series 7/66 licenses, and proficient computer skills, with a Bachelor’s degree and Master’s preferred.