Job Description

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net-worth segments through Citigold and Citigold Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work.The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Advisors have access to Wealth's investment solutions platform, enabling delivery of traditional and alternative investments, managed account solutions, research, and advice. The role involves partnering with a dedicated Wealth team to meet the financial needs of affluent clients, including collaboration with Relationship Managers, Financial Planners, Insurance Specialists, Portfolio Consultants, and Home Lending Officers.Job Responsibilities:Build relationships with new clients to bring in new bank and brokerage assets.Deepen relationships with existing clients using financial planning and discovery skills.Respond to referrals and recommend suitable offerings based on profiling and assessments.Make securities recommendations and provide investment advice using firm models and research.Identify referral opportunities to grow the portfolio.Refer opportunities to segment partners when appropriate.Acquire new clients through converting referral leads.Manage follow-up and adhere to all regulatory and compliance procedures.Ensure compliance with KYC/AML and other norms.Partner with branch teams to ensure positive client experiences.Assess risk in business decisions, ensuring compliance, ethical conduct, and escalation of issues.Assume leadership roles within teams, including coaching and training.Qualifications and Skills:5-8 years of experience in financial advisory roles.Proven success in sales and service in financial services.Language skills in Mandarin/Cantonese preferred but not required.Strong analytical, financial, and communication skills.Organized with attention to detail.Knowledge of Microsoft Office and financial planning software preferred.Basic understanding of investment and financial strategies.Self-starter, problem solver, goal-oriented team player.Securities licenses: SIE, Series 7, 66 (or 63 and 65).Group 1 Insurance License.Registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, maintaining and renewing registration annually.Education:Bachelor's degree or equivalent experience.------------------------------------------------------Job Family Group: Private Client Coverage------------------------------------------------------Job Family: Financial Planning Services------------------------------------------------------Time Type: Full Time------------------------------------------------------Primary Location: San Francisco, California, United States------------------------------------------------------Salary Range: $70,000.00In addition to salary, Citi offers incentives, benefits including medical, dental, vision, 401(k), insurance, wellness programs, paid time off, and holidays. For details, visit citibenefits.com.------------------------------------------------------Posting Close Date: Apr 05, 2024------------------------------------------------------Citi is an equal opportunity employer. Qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For accommodations, visit Accessibility at Citi. View the EEO policies and notices on our website. #J-18808-Ljbffr CITI

Job Tags

Similar Jobs