Senior Wealth Advisor – Private Client Growth & Strategy

Citibank (Switzerland) AG; Bethesda (MD); On-site; Confidential; Full time

Job summary

Citi Global Wealth in Bethesda, MD, seeks a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client segments. You will partner with a Wealth team including planners, portfolio consultants, and lenders to tailor solutions for affluent clients.

Responsibilities include building new client relationships, deepening existing client assets, providing investment recommendations, and ensuring compliance with KYC/AML and regulatory

Qualifications

• 5–8 years of experience in financial advisory.
• Proactive sales and service in financial services.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• MS Office proficiency; familiarity with planning software.
• Must hold SIE, Series 7 and 66 licenses (or 63/65).
• Mortgage loan originator registration and NMLS ID required.

Responsibilities

• Build relationships with new clients to bring in assets.
• Deepen relationships with existing Citi Private Bank clients.
• Respond to referrals and recommend suitable offerings.
• Make securities recommendations using models and research.
• Grow portfolio through referrals and cross-segment opportunities.
• Refer opportunities to partners when appropriate.
• Acquire new clients from referrals; manage follow-ups.
• Maintain compliance with KYC/AML and regulatory standards.
• Collaborate with branch team to ensure positive in-branch experience.
• Assess risk and escalate issues with transparency; uphold Citi policies.

Skills

Strong analytical skills

Strong verbal and writtencommunication

Self-starter problem solver

Goal-oriented team player

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Financial planning software

SIE licensing

Series 7 & 66 licenses

Group 1 Insurance License

NMLS Mortgage registration

Job description

Citi Global Wealth in Bethesda, MD, seeks a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client segments. You will partner with a Wealth team including planners, portfolio consultants, and lenders to tailor solutions for affluent clients.

Responsibilities include building new client relationships, deepening existing client assets, providing investment recommendations, and ensuring compliance with KYC/AML and regulatory