UHNW Wealth Strategist Portfolio Architect

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

Job summary

Citigroup Inc. in Chicago seeks a Senior Wealth Advisor to serve an Ultra High Net Worth client base in the United States, delivering sophisticated financial and investment services and developing strategies with Private Bankers.

You will conduct economic analyses, assess risk, ensure compliance, and maintain strong client relationships while adhering to Citi's policies and regulatory requirements.

Qualifications

• 6-10 years of experience.
• US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.
• Group 1 insurance license.
• Proficient in software applications (e.g. Microsoft Word, 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 develop financial strategies with Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends/activities and advise effects on investors' portfolios.
• Recommend changes to holdings after evaluating economic, financial and market factors.
• Adhere to prospecting code of conduct and referrals.
• Develop relationships and generate ideas with Bankers and clients for asset growth.
• Assess risk when making business decisions and escalate issues per policy.

Skills

Financial analysis

Client communication

Written communication

Relationship management

Microsoft Excel

Education

FINRA Series 7

FINRA Series 66

Bachelor's degree

Master's degree (preferred)

Insurance license (Group 1)

Tools

Bloomberg

Microsoft Word

Financial modeling tools

Job description

Citigroup Inc. in Chicago seeks a Senior Wealth Advisor to serve an Ultra High Net Worth client base in the United States, delivering sophisticated financial and investment services and developing strategies with Private Bankers.

You will conduct economic analyses, assess risk, ensure compliance, and maintain strong client relationships while adhering to Citi's policies and regulatory requirements.