Senior Wealth Advisor - Private Wealth for UHNW Clients

Citigroup Inc.; New York (NY); Presencial; USD 63.000 - 77.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Descripción de la vacante

Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York.

You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent clients. You will develop new relationships, deepen existing ones, and coordinate with professionals across planning, insurance, and lending to deliver tailored solutions.

Formación

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

Responsabilidades

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients using financial planning and discovery skills.
• Respond to referrals and recommend the best offering based on profiling and suitability.
• Make securities recommendations and provide investment advice using firm models and research.
• Lead referrals to segment partners where appropriate (e.g., Small Business Partners, Home Lending).
• Acquire new clients through converting referral leads.
• Ensure compliance with KYC/AML and regulatory procedures.
• Partner with branch team to ensure positive in-branch experience.
• Assess risk and uphold Citi policies and ethical standards.

Conocimientos

Financial advisory

Sales & service

Analytical skills

Verbal & written communication

Attention to detail

Microsoft Office

SIE License

Series 7/66 licenses

Mortgage LO licensing (NMLS)

Group 1 Insurance License

Educación

Bachelor's degree

Herramientas

Microsoft Office Suite

Financial planning software

Descripción del empleo

Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York.

You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent clients. You will develop new relationships, deepen existing ones, and coordinate with professionals across planning, insurance, and lending to deliver tailored solutions.