Senior Wealth Advisor - Private Client Growth & Strategy

Citi

Chino Hills (CA)

On-site

USD 63,000 - 77,000

Full time

14 days+

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Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, disability insurance

Wellness programs

Paid time off

Job summary

Citi Private Bank is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client clients in the Chino Hills area. You will collaborate with a Wealth team to meet the needs of affluent and high-net-worth clients through a broad range of investment solutions and planning tools.

You will build and deepen client relationships, manage referrals, and ensure compliance with KYC/AML and regulatory standards while coordinating with

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.
Organized with strong attention to detail.
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
Basic understanding of investment and financial planning strategies preferred.
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.

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.