UHNW Wealth Advisor & Strategy Lead

Citi; Miami (FL); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability 보험

Job summary

Citi is seeking a Financial Advisor in Miami to serve an Ultra High Net Worth client base, coordinating with Private Bankers to craft sophisticated financial strategies. You will conduct advanced market analyses and guide portfolio decisions while maintaining strict compliance and personalized service.

The role requires 6–10 years of relevant experience, Series 7/66 licenses, and strong communication skills.

Qualifications

• 6–10 years of experience in financial advisory or private client services.
• Strong communication and relationship-building with Ultra high net worth clients.
• Excellent analytical and market research capabilities.

Responsibilities

• Provide a wide range of financial and investment services to Ultra high net worth clients in the United States.
• Collaborate with Private Bankers to develop tailored financial strategies.
• Conduct sophisticated economic and market analyses and advise on portfolio impacts.
• Monitor economic trends and adjust clients' holdings accordingly.
• Ensure compliance with regulatory and firm policies while growing assets.

Skills

Finance/financial analysis

Communication skills

Written communication

Education

Bachelor's degree

Master's degree preferred

Tools

Bloomberg

Job description

Citi is seeking a Financial Advisor in Miami to serve an Ultra High Net Worth client base, coordinating with Private Bankers to craft sophisticated financial strategies. You will conduct advanced market analyses and guide portfolio decisions while maintaining strict compliance and personalized service.

The role requires 6–10 years of relevant experience, Series 7/66 licenses, and strong communication skills.