Senior UHNW Wealth Advisor

Citigroup; Chicago (IL); On-site; USD 70,000 - 120,000; Full time

Job summary

Citigroup in Chicago, IL seeks a Senior Wealth Advisor to deliver sophisticated financial and investment services to an Ultra High Net Worth client base in the United States.

Responsibilities include managing high-net-worth accounts, developing strategies with Private Bankers, and conducting market analyses while adhering to regulatory and firm guidelines. The role requires strong communication, solid financial background, and FINRA licensure.

Qualifications

• 6-10 years of experience.
• US: Registered FINRA Series 7; Series 66 (or Series 63 and 65) required for CGMI.
• Group 1 insurance.
• Proficient in software applications (e.g., Microsoft Word, Excel).
• Knowledge of Bloomberg a definite asset.
• Ability to communicate with co-workers and clients.
• Excellent written and communication skills.
• Strong financial background.

Responsibilities

• Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
• Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends/activities and advise the effects on the investors' portfolios
• Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
• Appropriately assess risk when business decisions are made, demonstrating particular 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

Excellent written communication

Strong financial background

Ability to communicate with coworkers

Ability to communicate with clients

Education

Bachelor's/University degree

Master's degree preferred

Tools

Microsoft Word

Excel

Bloomberg

Job description

Citigroup in Chicago, IL seeks a Senior Wealth Advisor to deliver sophisticated financial and investment services to an Ultra High Net Worth client base in the United States.

Responsibilities include managing high-net-worth accounts, developing strategies with Private Bankers, and conducting market analyses while adhering to regulatory and firm guidelines. The role requires strong communication, solid financial background, and FINRA licensure.