Senior Wealth Advisor — Private Banking Leader

Citi; Miami (FL); On-site; USD 158,000 - 238,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Job summary

Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors.

You will lead end-to-end wealth solutions, coordinate with Relationship Managers, and deliver comprehensive investment and planning services to grow the client base while ensuring regulatory adherence.

Qualifications

• 8+ years of experience in financial services, wealth management, or private banking.
• Demonstrated expertise in providing investment advice and solutions, with strong analytical skills to solve problems and develop innovative solutions.
• In-depth knowledge of investment products, wealth planning, and client relationship management.
• Proven ability to manage complex relationships, both internal and external, and excellent multi-tasking abilities.
• FINRA Series SIE, S7, S31 & S66 (or S63 & S65)

Responsibilities

• Proactively identify, engage, and convert prospective clients while deepening relationships with existing clients by positioning the full value proposition across deposits, investments, mortgage, and lending.
• Provide expert investment advice and solutions, leveraging in-depth knowledge of traditional investments, wealth planning, and private banking services to optimize client service and identify cross-marketing opportunities.
• Manage the end-to-end sales cycle from opportunity identification through account funding, including owning and managing investment and non-investment pipelines, and ensuring accurate tracking and reporting.
• Coordinate with client Relationship Manager, including working directly with clients to collect necessary KYC documentation and ensuring compliance with regulatory requirements in partnership with operations.
• Grow and maintain strong client relationships through periodic check-ins, owning the periodic review process, managing exception and pricing requests, and conducting performance portfolio reviews and client presentations.
• Coordinate with Client Service Officer, handling complex client inquiries, supporting documentation, and managing various account-related changes such as wire intake and processing, address changes, and fraud event escalations.
• Collaborate effectively with internal partners, product experts, and compliance teams to deliver seamless client experiences and ensure adherence to policies and regulations.
• Appropriately assess risk, adhere to compliance, laws, rules, and regulations, apply sound ethical judgment, and elevate/manage control issues with transparency.

Skills

Investment advisory

Wealth management

Client relationship management

Financial analysis

Regulatory compliance

Education

Bachelor's degree

Master's degree or CFA preferred

Tools

FINRA SIE/S7/S31/S66 licenses

Job description

Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors.

You will lead end-to-end wealth solutions, coordinate with Relationship Managers, and deliver comprehensive investment and planning services to grow the client base while ensuring regulatory adherence.