UHNW Wealth Advisor - Strategic Portfolio Guidance

Citigroup Inc.

Miami (FL)

On-site

USD 63,000 - 77,000

Full time

7 days ago

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Job summary

Citigroup Inc. in Miami, Florida is seeking a seasoned Financial Advisor to deliver a full suite of investment services to an Ultra High Net Worth client base in the United States.

You will work with Private Bankers to jointly develop tailored financial strategies and conduct sophisticated market analyses to inform portfolio decisions. You will assess economic trends, recommend adjustments to holdings, and ensure compliance with our prospecting and governance standards while building strong

Qualifications

6–10 years of experience in financial advisory.
Experience with UHNW client base preferred.
Strong written and verbal communication skills.

Responsibilities

Provide financial and investment services to Ultra High Net Worth clients in the United States.
Collaborate with Private Bankers to develop financial strategies.
Conduct sophisticated economic and financial market analyses.
Analyze trends and advise on portfolio effects.
Recommend changes to holdings after evaluating economic, financial and market factors.
Maintain compliance with prospecting code of conduct and internal policies.
Develop relationships with bankers and clients to grow assets.
Assess risk in business decisions and uphold regulatory standards.

Skills

Communication skills

Financial analysis

Portfolio strategy

Risk assessment

Education

Bachelor's degree

Master's degree preferred

Tools

Bloomberg

Microsoft Word

Excel

Job description

Citigroup Inc. in Miami, Florida is seeking a seasoned Financial Advisor to deliver a full suite of investment services to an Ultra High Net Worth client base in the United States.

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