Senior Wealth Advisor, Private Client Growth

Citi; Paramus (NJ); On-site; USD 70,000 - 120,000; Full time

Job summary

Citi Global Wealth in Paramus, New Jersey, is seeking a Senior Wealth Advisor to provide comprehensive financial and investment guidance to CitiGold and Citi Private Client clients. You will collaborate with a Wealth team to deliver traditional and alternative investments, research, and advisory solutions for affluent clients.

The role emphasizes building strong client relationships, rigorous financial planning, and adherence to regulatory standards, with a focus on leadership and coaching

Qualifications

• 5-8 years of experience serving in a financial advisory capacity.
• Experience in a proactive, successful sales and service role in the financial services industry.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.

Responsibilities

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills.
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
• Master referral opportunities to grow portfolio
• Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure strict adherence to KYC/AML and other compliance norms
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
• Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

Skills

Financial advisory

Sales & service

Analytical skills

Verbal & written communication

Detail oriented

MS Office

Financial planning software

Licensing knowledge

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Citi Global Wealth in Paramus, New Jersey, is seeking a Senior Wealth Advisor to provide comprehensive financial and investment guidance to CitiGold and Citi Private Client clients. You will collaborate with a Wealth team to deliver traditional and alternative investments, research, and advisory solutions for affluent clients.

The role emphasizes building strong client relationships, rigorous financial planning, and adherence to regulatory standards, with a focus on leadership and coaching