UHNW Wealth Strategy Advisor

Citi; Chino Hills (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

Citi is seeking a Senior Wealth Advisor to provide advanced financial and investment services to a Ultra High Net Worth client base in the United States. You will collaborate with Private Bankers to co-create financial strategies and manage high net worth accounts with sophisticated market analyses and risk assessment.

The role requires a solid background in finance, credentials such as FINRA Series 7 (and 66 for CGMI), and proficiency with Bloomberg, Excel, and Word.

Qualifications

• 6-10 years of experience
• Series 7 required; Series 66 (or Series 63/65) required for CGMI
• Group 1 insurance
• Proficient in Microsoft Word and Excel
• Knowledge of Bloomberg is a definite asset
• Strong financial background and ability to communicate with colleagues and clients

Responsibilities

• Provide a wide variety of financial and investment services to Ultra high Net Worth clients 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 and advise effects on investors' portfolios
• Recommend changes to holdings after evaluating economic, financial and market factors
• Adhere to prospecting code of conduct and acquire new private client accounts only by referral or direct contact
• Develop relationships with Bankers and clients to grow the asset base
• Assess risk in business decisions, ensuring compliance and safeguarding Citi

Skills

Exzell ent written communication

Strong financial background

Client communication

Financial analysis

Industry knowledge

Education

Bachelor's/University degree, Master's preferred

Tools

Microsoft Word

Excel

Bloomberg

Job description

Citi is seeking a Senior Wealth Advisor to provide advanced financial and investment services to a Ultra High Net Worth client base in the United States. You will collaborate with Private Bankers to co-create financial strategies and manage high net worth accounts with sophisticated market analyses and risk assessment.

The role requires a solid background in finance, credentials such as FINRA Series 7 (and 66 for CGMI), and proficiency with Bloomberg, Excel, and Word.