UHNW Wealth Advisor: Strategy & Portfolio Leadership

Citigroup Inc.; Pasadena (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Pasadena, CA seeks a Senior Wealth Advisor to deliver a full spectrum of financial services to ultra high net worth clients, developing strategies with Private Bankers and conducting advanced market analyses.

You will manage client portfolios, assess risk, and recommend holdings while ensuring compliance and strong client relations. A US FINRA Series 7 license, Series 66/63/65 as applicable, and a solid financial background are required.

Qualifications

• 6–10 years of experience in private banking or wealth management
• US: FINRA Series 7 license; Series 66/63/65 for CGMI as applicable
• Group 1 insurance
• Proficient in Microsoft Word and Excel
• Knowledge of Bloomberg is a definite asset
• Ability to communicate with co-workers and clients
• Excellent written and communication skills
• Strong financial background

Responsibilities

• Provide a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States
• Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers
• Conduct sophisticated economic and financial market analyses
• Analyze economic trends and advise effects on investors' portfolios
• Recommend changes to holdings after evaluating economic, financial and market factors
• Adhere to prospecting code of conduct and grow asset base with Bankers and clients
• Assess risk in decisions, ensuring compliance and safeguarding Citi's reputation and assets

Skills

FINRA Series 7

Series 66/63/65

Bloomberg

Microsoft Word

Microsoft Excel

Client communication

Financial analysis

Strong written communication

Financial markets knowledge

US wealth management

Education

Bachelor's degree

Master's degree preferred

Tools

Bloomberg Terminal

Job description

Citigroup Inc. in Pasadena, CA seeks a Senior Wealth Advisor to deliver a full spectrum of financial services to ultra high net worth clients, developing strategies with Private Bankers and conducting advanced market analyses.

You will manage client portfolios, assess risk, and recommend holdings while ensuring compliance and strong client relations. A US FINRA Series 7 license, Series 66/63/65 as applicable, and a solid financial background are required.