UHNW Wealth Advisor & Investment Strategist

Citi; Chicago (IL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Job summary

Citi in Chicago, IL seeks a Senior Wealth Advisor to serve Ultra High Net Worth clients in the US, developing strategic financial plans in collaboration with Private Bankers. You will perform advanced market analyses and tailor investment strategies to client objectives, while adhering to strict compliance and ethical standards.

The role requires strong communication, a solid financial background, and Series 7 with Series 66/63-65 where applicable. Competitive compensation and benefits apply.

Qualifications

• 6-10 years of experience in wealth management or equivalent.
• US: FINRA Series 7 is required; Series 66 (or 63 and 65) is required for CGMI.
• Group 1 insurance knowledge is preferred.
• Proficient in common software applications; Bloomberg knowledge is a plus.

Responsibilities

• Provide a wide range of financial and investment services to Ultra High Net Worth clients in the US.
• Manage accounts of high net worth investors and co-create financial strategies with Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends and advise effects on portfolios.
• Recommend changes to holdings after evaluating economic and market factors.
• Adhere to a defined prospecting code of conduct and referrals-based client acquisition.
• Develop relationships with Bankers and clients to grow assets.
• Assess risk and ensure compliance with laws, policies, and ethics.

Skills

Financial analysis

Client communication

Excel proficiency

Bloomberg knowledge

Education

Bachelor's degree

Master's degree preferred

Tools

Microsoft Word

Excel

Bloomberg

Job description

Citi in Chicago, IL seeks a Senior Wealth Advisor to serve Ultra High Net Worth clients in the US, developing strategic financial plans in collaboration with Private Bankers. You will perform advanced market analyses and tailor investment strategies to client objectives, while adhering to strict compliance and ethical standards.

The role requires strong communication, a solid financial background, and Series 7 with Series 66/63-65 where applicable. Competitive compensation and benefits apply.