Senior Wealth Relationship Advisor

Citigroup; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Citigroup’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Miami is a seasoned professional role, leading teams, coaching recruits, and delivering holistic financial solutions.

You will develop client relationships, advise on banking, credit and investments, and coordinate with product specialists to meet complex client needs. This role requires FINRA registrations, a life insurance license, and mortgage originator registration under SAFE Act regulations, with a strong emphasis

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Must be a self-starter, problem solver and a goal-oriented team player.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Life insurance license required.
• Must register as mortgage loan originator with NMLS and obtain identifier as required by SAFE Act regulations.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients—High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate.
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure positive in-branch experience.
• Assess risk when business decisions are made, ensuring compliance with laws and Citi policies.

Skills

Strong analytical skills

Strong communication skills

Attention to detail

Self-starter and problem solver

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citigroup’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Miami is a seasoned professional role, leading teams, coaching recruits, and delivering holistic financial solutions.

You will develop client relationships, advise on banking, credit and investments, and coordinate with product specialists to meet complex client needs. This role requires FINRA registrations, a life insurance license, and mortgage originator registration under SAFE Act regulations, with a strong emphasis