Senior Wealth Advisor — Private Client Growth

Citibank (Switzerland) AG; New York (NY); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience, strong analytical and communication skills, and necessary licensing in securities. The position offers a competitive salary of $70,000.00 and benefits including health coverage, retirement plan, and paid time off.

Qualifications

• 5-8 years of experience in financial services industry.
• Experience in a proactive, successful sales and service role.
• Must have SIE, Series 7, and Series 66 (or 63 and 65) licenses.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Provide investment advice to clients based on profiling and suitability.
• Ensure compliance with KYC/AML and other regulatory norms.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Proactive sales and service orientation

Knowledge of financial planning strategies

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Financial planning software

Job description

A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience, strong analytical and communication skills, and necessary licensing in securities. The position offers a competitive salary of $70,000.00 and benefits including health coverage, retirement plan, and paid time off.