Senior Wealth Advisor – Private Banking

Citigroup Inc.; Miami (FL); On-site; USD 158,000 - 238,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Miami seeks a seasoned Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions to High Net Worth professionals.

You will coordinate with the dedicated team to ensure a superior client experience and contribute to the business's growth. The role requires strong investment advisory skills, deep wealth planning knowledge, and proficiency in managing complex relationships.

Qualifications

• 8+ years of experience in financial services, wealth management, or private banking.
• Expertise in providing investment advice and solutions, with strong analytical skills.
• In-depth knowledge of investment products, wealth planning, and client relationship management.

Responsibilities

• Proactively identify, engage, and convert prospective clients while deepening relationships by offering deposits, investments, mortgage, and lending.
• Provide expert investment advice and solutions for traditional investments, wealth planning, and private banking services.
• Manage end-to-end sales cycle from opportunity identification through account funding and pipeline management.
• Coordinate with client Relationship Manager to collect KYC docs and ensure regulatory compliance in partnership with operations.
• Grow and maintain client relationships through periodic check-ins and portfolio reviews.
• Coordinate with Client Service Officer handling complex inquiries and account changes (wire, address, fraud).
• Collaborate with internal partners and compliance to deliver seamless client experiences and adhere to policies.
• Assess risk, ensure compliance with laws, rules and regulations, and escalate control issues.

Skills

Wealth management

Investment advisory

Relationship management

Education

Bachelor's degree

Master's degree preferred

Job description

Citigroup Inc. in Miami seeks a seasoned Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions to High Net Worth professionals.

You will coordinate with the dedicated team to ensure a superior client experience and contribute to the business's growth. The role requires strong investment advisory skills, deep wealth planning knowledge, and proficiency in managing complex relationships.