Wealth Solutions Advisor SAFE Act

Citigroup Inc.; O’Fallon (MO); On-site; USD 70,000 - 105,000; Full time

Job summary

Citigroup Inc. in Missouri seeks a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, educate clients, support account opening and asset gathering, and deliver exceptional service across channels.

The role focuses on identifying client needs, recommending Citi Private Client, Citigold, Priority and Everyday Banking options, coordinating with product specialists, and guiding clients to digital solutions while maintaining strong relationship management.

Responsibilities

• Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions
• Respond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists,

Job description

The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.

Responsibilities

• Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions
• Respond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists,