Wealth Solutions Advisor: Hybrid Private Banking

Citigroup Inc.; Jacksonville (FL); Hybride; USD 77 000 - 107 000; Plein temps

Avantages offerts par ce poste

Medical, dental & vision coverage

401(k) retirement plan

Paid time off

Résumé du poste

Citibank (Switzerland) AG in Jacksonville, FL is seeking a Wealth Solutions Advisor to deliver proactive investment and banking guidance, support account openings, and help clients grow their assets across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.

The role is hybrid in a dynamic team, focusing on client discovery, tailored financial solutions, and seamless digital/advisor channels while upholding regulatory standards and service excellence.

Qualifications

• 2-5 years of industry experience in financial services or wealth management.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication skills; client-focused.
• Knowledge of Microsoft Office and basic financial planning tools preferred.

Responsabilités

• Identify, build, and deepen client relationships through outbound and inbound contacts to grow wallet share.
• Facilitate onboarding, account opening, and digital platform adoption for clients.
• Provide investment and banking referrals based on client profiling and suitability assessments.
• Coordinate with product partners to offer holistic financial solutions; ensure KYC/AML compliance.

Connaissances

Analytical skills

Financial planning

Verbal & written communication

Organized with attention to detail

Formation

Bachelor's degree

Outils

Microsoft Office

Financial planning software

Description du poste

Citibank (Switzerland) AG in Jacksonville, FL is seeking a Wealth Solutions Advisor to deliver proactive investment and banking guidance, support account openings, and help clients grow their assets across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.

The role is hybrid in a dynamic team, focusing on client discovery, tailored financial solutions, and seamless digital/advisor channels while upholding regulatory standards and service excellence.