Senior Wealth Advisor – Private Client Growth

Citibank (Switzerland) AG; East Meadow (NY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi Global Wealth in East Meadow, NY seeks a Senior Wealth Advisor to provide comprehensive financial and investment guidance to Citigold and Citigold Private Client clients. Work closely with a Wealth team to meet needs, including planners, insurance specialists, and lending experts.

The role emphasizes client relationship growth, regulatory adherence, and leadership within teams, with a strong emphasis on KYC/AML compliance and ethical standards.

Qualifications

• 5-8 years of experience in financial advisory.
• Proactive sales and service in financial services.
• Strong written and verbal communication skills.

Responsibilities

• Build relationships to bring in new assets.
• Deepen relationships with existing clients using financial planning.
• Provide investment advice and referrals based on client profiles.

Skills

Financial planning

Analytical skills

Sales skills

Communication

MS Office

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

Citi Global Wealth in East Meadow, NY seeks a Senior Wealth Advisor to provide comprehensive financial and investment guidance to Citigold and Citigold Private Client clients. Work closely with a Wealth team to meet needs, including planners, insurance specialists, and lending experts.

The role emphasizes client relationship growth, regulatory adherence, and leadership within teams, with a strong emphasis on KYC/AML compliance and ethical standards.