Senior Wealth Advisor | UHNW Wealth Growth & Strategy

Citigroup Inc.; Greenwich (CT); On-site; USD 63,000 - 77,000; Full time

Job summary

Citigroup Inc. is seeking a Senior Wealth Advisor to service Citi Private Bank, Citigold, and Citigold Private Client clients from Greenwich, CT. You will offer comprehensive financial and investment guidance, coordinating with a Wealth team to address wealth needs for Affluent and HNW clients.

You will build new client relationships, guide referrals, provide investment advice, and ensure regulatory and compliance standards are met while supporting a positive in-branch experience.

Qualifications

• 5-8 years of experience 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.
• Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
• Group 1 Insurance License
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

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 discovery and profiling skills
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on 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 Small Business Partners, Home Lending Officer)
• 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
• Assess risk when business decisions are made, with attention to firm's reputation and safeguarding Citi
• Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

Skills

Financial advisory

Sales & service

Analytical skills

Communication

Detail oriented

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Citigroup Inc. is seeking a Senior Wealth Advisor to service Citi Private Bank, Citigold, and Citigold Private Client clients from Greenwich, CT. You will offer comprehensive financial and investment guidance, coordinating with a Wealth team to address wealth needs for Affluent and HNW clients.

You will build new client relationships, guide referrals, provide investment advice, and ensure regulatory and compliance standards are met while supporting a positive in-branch experience.