Senior Wealth Advisor for High-Net-Worth Clients

Citigroup Inc.; New York (NY); In loco; USD 88.000 - 133.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision coverage

401(k) and retirement benefits

Wellness programs

Descrizione del lavoro

Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management (Branch) focused on the SAFE Act.

This seasoned role involves leading relationships with affluent and High Net Worth clients, delivering comprehensive financial planning, and coordinating with product specialists to tailor banking, credit and investment strategies. The position requires FINRA registrations, mortgage origination readiness, and meticulous adherence to regulatory guidelines, while coaching team members and

Competenze

• 5-8 years of experience in Wealth Relationship Management or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, Word) and experience with planning tools (Money Guide Pro or NaviPlan Select).

Mansioni

• 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 complex financial needs and offer solutions through a wide range of products and services based on client profiling.
• With support of product specialists, recognize and understand banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings and consistent communication.
• Master referral opportunities to grow the portfolio and proactively source new high-value clients.

Conoscenze

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

Formazione

Bachelor's degree or equivalent experience

Strumenti

Money Guide Pro

NaviPlan Select

Microsoft Office

Descrizione del lavoro

Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management (Branch) focused on the SAFE Act.

This seasoned role involves leading relationships with affluent and High Net Worth clients, delivering comprehensive financial planning, and coordinating with product specialists to tailor banking, credit and investment strategies. The position requires FINRA registrations, mortgage origination readiness, and meticulous adherence to regulatory guidelines, while coaching team members and