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Wealth Management Specialist

2 weeks ago

Chicago, Illinois, United States Citigroup Inc Full time

The Wealth Management Specialist serves as a key advisor to private banking clients, providing expert guidance on wealth management strategies and products. This role demands a solid understanding of industry standards and practices, as well as exceptional analytical and communication skills.

  • Develop and implement customized wealth management plans for clients
  • Collaborate with Banker teams to identify and pursue new business opportunities

Qualified candidates for this role should possess:

  • 2-5 years relevant experience
  • Strong problem-solving and analytical skills
  • Excellent verbal and written communication skills
  • Client-facing experience with a background in operations and compliance
  • US: Licenses: Series 7/63 or 7/66 or willingness to acquire

Citi's comprehensive benefits package includes medical, dental, and vision coverage, as well as life, accident, and disability insurance. The company also invests in employee development and advancement opportunities.