Senior Wealth Advisor: Private Banking Growth Lead

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Miami, Florida seeks a senior 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 business growth. The role requires 8+ years in wealth management, robust investment knowledge, and strong relationship management skills, with FINRA licenses.

Qualifications

• 8+ years of experience in financial services, wealth management, or private banking.
• In-depth knowledge of investment products, wealth planning, and client relationship management.
• Proven ability to manage complex relationships and multi-project responsibilities.
• Familiarity with regulatory requirements and compliance in wealth management.
• FINRA Series SIE, S7, S31 & S66 (or S63 & S65) licenses.

Responsibilities

• Proactively identify, engage, and convert prospective clients while deepening relationships with existing clients by presenting the full value proposition.
• Provide expert investment advice and solutions to optimize client service and identify cross-marketing opportunities.
• Manage end-to-end sales cycle from opportunity to funding and maintain investment and non-investment pipelines.

Skills

Investment advisory expertise

Strong analytical skills

Relationship management

Multi-tasking abilities

Regulatory and compliance awareness

Education

Bachelor's degree

MBA or CFA preferred

Tools

FINRA licenses SIE, S7, S31 & S66

Job description

Citigroup Inc. in Miami, Florida seeks a senior 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 business growth. The role requires 8+ years in wealth management, robust investment knowledge, and strong relationship management skills, with FINRA licenses.