Senior Wealth Advisor for High Net Worth Clients

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

Benefits offered by this job

Medical, dental, and vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management to enhance client relationships in Miami, Florida. The ideal candidate will leverage their 5-8 years of experience to provide comprehensive financial solutions to affluent clients.

This role requires strong analytical skills, attention to detail, and the ability to foster client relationships. Required qualifications include FINRA registrations and a Bachelor's degree. The position offers a competitive salary range of $72,880 - $109,320, along with extensive employee benefits.

Qualifications

• 5-8 years of experience in a financial role.
• Strong analytical and financial skills.
• Excellent organizational and detail-oriented mindset.
• Strong communication skills are essential.

Responsibilities

• Build and deepen client relationships for affluent segments.
• Anticipate client financial needs and offer comprehensive solutions.
• Organize client events to enhance relationships.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical skills

Communication skills

Financial planning

Relationship management

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management to enhance client relationships in Miami, Florida. The ideal candidate will leverage their 5-8 years of experience to provide comprehensive financial solutions to affluent clients.

This role requires strong analytical skills, attention to detail, and the ability to foster client relationships. Required qualifications include FINRA registrations and a Bachelor's degree. The position offers a competitive salary range of $72,880 - $109,320, along with extensive employee benefits.