Senior Private Wealth Advisor for HNWI

Citi; Town of Huntington (NY); Presencial; USD 88.000 - 133.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision coverage

401(k)

Life, disability, and accident 보험

Wellness programs

Paid time off and holidays

Descripción de la vacante

Citi in Huntington, NY seeks a Sr. Analyst for Wealth Relationship Management to deepen client relationships and deliver holistic financial planning solutions.

You’ll engage high-net-worth clients with tailored banking, credit, and investment recommendations across a wide product set. The role requires FINRA registrations, strong analytical and communication skills, and the ability to lead and coach teams while navigating regulatory guidelines.

Formación

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
• Must meet ALL Insurance Group 1 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 ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Responsabilidades

• 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.

Conocimientos

Analytical skills

Financial skills

Verbal and written communication

Detail oriented

Self-starter

Problem solving

Team player

Educación

Bachelor's/University degree or equivalent experience

Herramientas

Microsoft Office

Money Guide Pro

NaviPlan Select

Descripción del empleo

Citi in Huntington, NY seeks a Sr. Analyst for Wealth Relationship Management to deepen client relationships and deliver holistic financial planning solutions.

You’ll engage high-net-worth clients with tailored banking, credit, and investment recommendations across a wide product set. The role requires FINRA registrations, strong analytical and communication skills, and the ability to lead and coach teams while navigating regulatory guidelines.