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Strategic Financial Advisor

2 months ago

City of Daşşak, United States Citigroup Inc. Full time

About the Role:

Citigroup Inc. is seeking a highly skilled and experienced professional to join our team as a Strategic Financial Advisor. As a key member of our Private Client Coverage team, you will be responsible for providing exceptional financial guidance and expertise to our high net worth clients.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored financial solutions to meet their needs.
  • Financial Planning and Analysis: Conduct in-depth financial analysis and provide expert advice on investment strategies, risk management, and wealth creation.
  • Product and Service Expertise: Stay up-to-date on the latest financial products and services offered by Citigroup, and provide clients with expert guidance on how to utilize these products to achieve their financial goals.
  • Team Collaboration: Work closely with colleagues across the organization to leverage expertise and share knowledge, ensuring seamless execution of internal processes and Citigroup services.
  • Compliance and Risk Management: Ensure compliance with regulatory requirements and minimize potential liability for Citigroup, while maintaining the highest standards of personal and professional integrity.

Requirements:

  • Experience: 15+ years of experience in Private Banking, with a proven track record in relationship selling and a strong understanding of the UHNW market.
  • Education: Bachelor's/University degree, Master's degree preferred.

About Citigroup Inc.:

Citigroup Inc. is a global financial services company that provides a range of financial products and services to individuals, corporations, and governments around the world. We are committed to helping our clients achieve their financial goals and objectives, while maintaining the highest standards of integrity and professionalism.