Senior Wealth Advisor - Private Banking for UHNW Clients

Citigroup Inc.; Bethesda (MD); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Bethesda, MD seeks a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments.

You will collaborate with a Wealth team to meet the needs of affluent clients including planning, research, and access to investment solutions. The role requires strong sales and advisory experience, adherence to regulatory standards, and ability to build relationships with high-net-worth clients.

Qualifications

• 5-8 years of experience in a financial advisory capacity
• Proactive, successful sales and service in financial services
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office and financial planning software preferred
• Self-starter, problem solver and goal-oriented team player
• SIE, Series 7, 66 licenses (or 63/65)
• Mortgage loan originator registration with NMLS required to refer clients to Citibank

Responsibilities

• Build relationships with new clients to bring in assets
• Deepen relationships with Citi Personal Wealth Management and Retail bank clients
• Respond to referrals and recommend best offerings based on profiling
• Make securities recommendations using firm models and research
• Master referral opportunities to grow portfolio
• Refer opportunities to segment partners
• Acquire new clients through referrals
• Manage client follow-up and adhere to compliance procedures
• Ensure adherence to KYC/AML and other regs
• Collaborate with branch team to ensure positive client experience
• Assess risk and escalate control issues with transparency
• Lead and train new recruits within teams

Skills

Financial advisory

Sales oriented

Analytical

Communication

Detail oriented

Self-starter

Team player

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

Citigroup Inc. in Bethesda, MD seeks a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments.

You will collaborate with a Wealth team to meet the needs of affluent clients including planning, research, and access to investment solutions. The role requires strong sales and advisory experience, adherence to regulatory standards, and ability to build relationships with high-net-worth clients.