Private Wealth Relationship Advisor

Citi; Silver Spring (MD); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi in Silver Spring, MD, seeks an experienced Private Client Coverage professional to grow wallet share among affluent and HNW clients. You will assess clients’ banking, credit, and investment needs, propose holistic solutions, and coordinate with product specialists to deliver tailored advice.

Role requires FINRA registrations, mortgage origination readiness, and strong MS Office proficiency. The position is full-time and office-based in Silver Spring with high attention to compliance and

Qualifications

• 5-8 years of experience in financial services.
• Strong analytical and financial skills.
• Must be a self-starter, problem solver and team player.
• FINRA registrations: SIE, 6, 63, 65 OR 7 and 66.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products/services.
• Provide high-touch, in-person meetings at clients' preferred locations.
• Refer opportunities to segment partners and organize client events.

Skills

Analytical skills

Financial acumen

Attention to detail

Communication skills

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

MS Office

Job description

Citi in Silver Spring, MD, seeks an experienced Private Client Coverage professional to grow wallet share among affluent and HNW clients. You will assess clients’ banking, credit, and investment needs, propose holistic solutions, and coordinate with product specialists to deliver tailored advice.

Role requires FINRA registrations, mortgage origination readiness, and strong MS Office proficiency. The position is full-time and office-based in Silver Spring with high attention to compliance and