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Citigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.
Key Responsibilities- Build and maintain strong relationships with new and existing clients to identify and meet their financial needs.
- Develop and implement personalized financial plans to help clients achieve their financial goals.
- Provide expert investment advice and guidance to clients, leveraging our firm's leading investment solutions platform.
- Collaborate with a dedicated team of financial professionals to deliver exceptional client service and support.
- Stay up-to-date on industry trends and regulatory requirements to ensure compliance and best practices.
- 5-8 years of experience in a financial advisory capacity, preferably in a wealth management or investment advisory role.
- Strong analytical and financial skills, with the ability to analyze complex financial data and develop effective solutions.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Knowledge of financial planning software and investment products, with a strong understanding of industry trends and regulatory requirements.
- Securities Industry Essentials (SIE) and Series 7, 66 (or 63 and 65) licenses, with a Group 1 Insurance License.
Citigroup Inc. offers a competitive compensation package, including a base salary, discretionary and formulaic incentive and retention awards, and a comprehensive benefits program. We also offer opportunities for professional growth and development, as well as a dynamic and supportive work environment.
