Senior Private Wealth Advisor

Citi; Washington; On-site; USD 84,000 - 126,000; Full time

Job summary

Citi in Rockville, Maryland, seeks a Wealth Relationship Manager to serve affluent clients with holistic financial planning and proactive discovery. You will deepen relationships, coordinate with product specialists, and engage clients through seminars and regular meetings.

The role requires 5–8 years of experience, strong analytical and communication skills, FINRA registrations, and compliance with KYC/AML regulations, plus mortgage licensing responsibilities where applicable.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client’s banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client’s preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, demonstrating 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.

Skills

Analytical skills

Communication skills

Microsoft Office

FINRA registration

Insurance knowledge

Self-starter

Team player

Mortgage licensing

Education

Bachelor’s/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Rockville, Maryland, seeks a Wealth Relationship Manager to serve affluent clients with holistic financial planning and proactive discovery. You will deepen relationships, coordinate with product specialists, and engage clients through seminars and regular meetings.

The role requires 5–8 years of experience, strong analytical and communication skills, FINRA registrations, and compliance with KYC/AML regulations, plus mortgage licensing responsibilities where applicable.