Senior Private Wealth Advisor, South Florida

Citi; Boca Raton (FL); On-site; USD 72,880 - 109,320; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life and disability insurance

Paid time off packages

Job summary

A leading global financial services company is seeking a Wealth Relationship Management Sr. Analyst in Boca Raton, Florida. This role involves building and deepening client relationships in the affluent sector, providing tailored financial solutions, and ensuring compliance with industry regulations. Candidates should possess 5-8 years of experience, strong analytical and communication skills, and a Bachelor's degree. The company offers a competitive salary range of $72,880 - $109,320 along with various employee benefits.

Qualifications

• 5-8 years of experience in financial services.
• Strong verbal and written communication skills required.
• Basic understanding of investment and financial planning strategies preferred.

Responsibilities

• Identify and build relationships with affluent clients to increase wallet share.
• Offer holistic financial solutions based on client needs.
• Ensure adherence to KYC/AML and compliance standards.

Skills

Analytical skills

Financial planning

Communication

Attention to detail

Team player

Education

Bachelor's/University degree

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Job description

A leading global financial services company is seeking a Wealth Relationship Management Sr. Analyst in Boca Raton, Florida. This role involves building and deepening client relationships in the affluent sector, providing tailored financial solutions, and ensuring compliance with industry regulations. Candidates should possess 5-8 years of experience, strong analytical and communication skills, and a Bachelor's degree. The company offers a competitive salary range of $72,880 - $109,320 along with various employee benefits.