Wealth Management Advisor

1 week ago

New York, New York, United States Citigroup Inc Full time

Citi Global Wealth Overview: Citi Global Wealth unites the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses affluent and high-net-worth segments via Citigold and Citigold Private Client, and facilitates wealth management within the workplace through Citi Global Wealth at Work.

Role of Citi Global Wealth at Work: Citi Global Wealth at Work is tailored to support professionals such as lawyers, accountants, asset managers, and management experts with specialized industry knowledge to help navigate their financial aspirations. Clients can access a variety of responsive banking, investment, wealth management, and planning services, along with a dedicated Private Banker. Additionally, we extend our support to firms, offering specialized capabilities for both organizations and their employees, whether through access to a Private Banker as a corporate benefit or financing solutions.

Key Responsibilities:

  • Proactively identify potential clients and establish meaningful connections to convert prospects into loyal clients.
  • Exhibit a comprehensive understanding of clients' businesses and their wealth generation sources.
  • Anticipate significant financial events in clients' lives and businesses.
  • Act as a trusted advisor, providing strategic financial advice to clients.
  • Foster intergenerational relationships with client families to build lasting connections with Citi Private Bank.
  • Manage client expectations effectively regarding service capabilities.
  • Maintain a thorough understanding of client objectives and risk tolerance to ensure appropriate financial strategies.
  • Identify unexpressed needs of clients to provide tailored solutions.
  • Collaborate with product experts to develop long-term solutions that enhance client relationships.
  • Assist clients in achieving comprehensive financial and investment goals related to wealth creation and management.
  • Set ambitious goals, regularly assess progress, and adjust strategies to meet objectives.
  • Plan and prioritize activities to optimize revenue growth and client satisfaction.
  • Establish a referral network to generate new business opportunities.
  • Negotiate effectively to close deals while aligning with the interests of Citi Private Bank.
  • Support team members in gaining the experience necessary to build credibility with clients.
  • Demonstrate a strong commitment to team success, prioritizing collective goals over individual achievements.
  • Encourage collaboration among team members to deepen client relationships and exceed sales targets.
  • Partner with support groups within Citi Private Bank to maintain control and resolve issues efficiently.
  • Adhere to standard procedures while advocating for necessary exceptions when appropriate.
  • Ensure compliance with regulatory requirements to minimize potential liabilities for Citi.
  • Maintain robust operational and administrative services.
  • Exemplify exemplary behavior for all staff members.
  • Collaborate with colleagues across the Citi network to leverage capabilities and share expertise.
  • Advocate for clients, negotiating on their behalf with Citi Private Bank members.
  • Ensure seamless execution of internal processes and Citigroup services for clients.
  • Prioritize issues for escalation to expedite resolution.
  • Communicate risks associated with various investment strategies clearly.
  • Establish credibility and trust with all colleagues in Citi Private Bank, upholding the highest standards of integrity.
  • Demonstrate perseverance in delivering on commitments, even in the face of challenges.
  • Report any illegal or improper transactions, ensuring compliance with all regulatory policies.
  • Maintain an extensive understanding of the products and services offered by Citi.
  • Apply in-depth knowledge of key investment and financing products.
  • Develop expertise to identify business opportunities and cater to the unique needs of specific client segments.
  • Stay informed about financial industry developments and global market conditions.
  • Present complex financial concepts and investment strategies with professionalism.
  • Seek continuous improvement and adapt behavior based on feedback from clients and colleagues.
  • Assess risks in business decisions, considering the firm's reputation and compliance with applicable laws and regulations.

Qualifications:

  • 10+ years of relevant experience.
  • Extensive experience in Private Banking, particularly with the UHNW market.
  • Proven track record in leading client teams and transactions.
  • Demonstrated success in relationship selling.
  • In-depth knowledge of Citi Private Bank's banking systems and product offerings.
  • Fluency in a foreign language, as required.
  • Creative and innovative mindset.
  • Able to manage multiple tasks and prioritize effectively.
  • Team-oriented with strong communication skills.
  • Ability to influence stakeholders.
  • Proficient in IT skills, including Excel and Word.
  • Possess necessary qualifications and/or licenses for regulated roles.

Education:

  • Bachelor's degree required; Master's degree preferred.

Job Family Group: Private Client Coverage

Job Family: Private Banker

Time Type: Full time

Compensation: Competitive salary with potential for discretionary and formulaic incentive awards. Comprehensive employee benefits package including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Equal Opportunity Employer: Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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