UHNW Wealth Advisor & Relationship Leader

Citi; New York (NY); On-site; USD 70,000 - 81,000; Full time

Job summary

Citi is seeking a Senior Wealth Advisor in Brooklyn, NY to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team, support clients with planning, and guide them through tailored investment solutions and research.

The role emphasizes relationship-building, regulatory compliance, and ongoing client service, with a focus on affluent and high-net-worth clientele and cross-functional collaboration.

Qualifications

• 5–8 years of experience in a financial advisory capacity.
• Proactive sales and service experience in financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office and financial planning software preferred.
• Must be a self-starter, problem solver and team player with direction.
• Licensing: SIE, Series 7 and 66 (or 63/65) to be registered.
• Group 1 Insurance License is required.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships with existing Citi Private Bank and Citi Personal Wealth clients.
• Respond to referrals and propose best offerings based on profiling and suitability.
• Make securities recommendations using firm models and research.
• Master referral opportunities to grow the portfolio.
• Refer opportunities to segment partners when appropriate.
• Acquire new clients via converting referral leads.
• Manage client follow-up and comply with regulatory procedures.
• Ensure adherence to KYC/AML and other compliance norms.
• Collaborate with branch team to ensure positive in-branch experience.
• Assess risk to protect Citi’s reputation and assets.
• Lead teams and coach new recruits as needed.

Skills

Financial advisory

Sales

Client relationship

Analytical skills

Microsoft Office

Communication skills

SIE license

Series 7

Series 66

Education

Bachelor's degree or higher

Job description

Citi is seeking a Senior Wealth Advisor in Brooklyn, NY to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team, support clients with planning, and guide them through tailored investment solutions and research.

The role emphasizes relationship-building, regulatory compliance, and ongoing client service, with a focus on affluent and high-net-worth clientele and cross-functional collaboration.