Lead Wealth Management Consultant

2 weeks ago

Alameda, California, United States Citigroup Inc Full time

Citi Global Wealth unites the comprehensive capabilities of Citi to cater to a diverse range of wealth clients.

This integrated business segment serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth markets via Citigold and Citigold Private Client, and provides wealth management solutions in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor is responsible for delivering holistic financial and investment guidance to our Citigold and Citigold Private Client segments.

As a Senior Wealth Advisor, you will leverage Wealth's premier investment solutions platform, enabling the provision of both traditional and alternative investment options, managed account solutions, and top-tier research and advice tailored for all Wealth clients.

The client remains at the forefront of our operations.

In this role, you will collaborate closely with a dedicated Wealth team to address the financial requirements of our Affluent and High-Net-Worth clients, including a Wealth Relationship Manager and field specialists such as Financial Planners, Insurance Experts, Portfolio Consultants, and Home Lending Officers.

Key Responsibilities:

  • Establish and nurture relationships with new clients to increase bank and brokerage assets.
  • Enhance connections with existing clients in Citi Personal Wealth Management and Retail banking through effective financial planning and superior discovery and profiling techniques.
  • Act on referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability evaluations.
  • Provide investment recommendations and advice through a curated selection of solutions utilizing firm models and research.
  • Capitalize on referral opportunities to expand the portfolio.
  • Direct opportunities to segment partners as appropriate.
  • Attract new clients by converting referral leads.
  • Oversee client follow-up and comply with all Regulatory and Compliance procedures.
  • Maintain strict adherence to KYC/AML and other compliance standards.
  • Collaborate with all roles within the branch team to ensure a positive client experience.
  • Evaluate risks in business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations.
  • Regularly take on informal/formal leadership roles within teams, including mentoring and training new team members.

Qualifications and Skills:

  • 5-8 years of experience in a financial advisory role.
  • Proven success in a proactive sales and service capacity within the financial services sector.
  • Strong analytical and financial acumen.
  • Excellent verbal and written communication abilities.
  • Highly organized with meticulous attention to detail.
  • Proficient in Microsoft Office (Excel, Outlook, and Word) and familiar with financial planning software.
  • Basic knowledge of investment and financial planning strategies is preferred.
  • Self-motivated, problem-solving, and goal-oriented team player capable of working independently.
  • Possession of Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses.
  • Group 1 Insurance License.
  • This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

Education:

  • Bachelor's/University degree or equivalent experience.

Job Family Group: Private Client Coverage

Job Family: Financial Planning Services

Time Type: Full Time

Compensation: Competitive salary with additional benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Citi also provides paid time off packages, encompassing planned vacation, unplanned sick leave, and paid holidays.

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.

If you require reasonable accommodation to utilize our search tools or apply for a career opportunity, please review our Accessibility at Citi.

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