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Senior Wealth Management Advisor
2 months ago
The Wealth Relationship Advisor SAFE Act is a highly experienced role within the financial services sector. This position leverages extensive expertise to enhance methodologies and optimize workflows within the designated function. It necessitates a profound comprehension of how various areas synergize within the sub-function while aligning with the overarching goals of the organization. The role involves assessing moderately complex issues that may have significant implications, requiring a careful evaluation of alternatives and a balanced approach to potentially conflicting scenarios, utilizing diverse information sources.
Key Responsibilities:
+ Cultivate relationships with prospective clients to attract new banking and investment assets.
+ Strengthen connections with current clients in Private Wealth Management and Retail Banking through effective financial planning and adept discovery techniques.
+ Address referrals and introductions from business partners, recommending optimal solutions based on client assessments and suitability evaluations.
+ Provide investment recommendations and advisory services to clients utilizing a curated selection of solutions informed by firm models and research.
+ Identify and capitalize on referral opportunities to expand the client portfolio.
+ Direct referrals to specialized partners when appropriate, including Senior Wealth Advisors and Home Lending Officers.
+ Acquire new clients by converting referral leads into active relationships.
+ Ensure timely client follow-ups while adhering to all regulatory and compliance protocols.
+ Maintain strict compliance with KYC/AML and other regulatory standards.
+ Collaborate with branch team members to guarantee a positive client experience.
+ Assess risks in business decisions, emphasizing the firm’s reputation and the protection of Citigroup, its clients, and assets by ensuring compliance with relevant laws and regulations, applying sound ethical judgment, and transparently managing control issues.
Qualifications:
+ 5-8 years of relevant experience.
+ Proven track record in a proactive sales and service role within the financial services industry.
+ Strong analytical and financial acumen.
+ Excellent verbal and written communication skills.
+ Highly organized with meticulous attention to detail.
+ Proficiency in Microsoft Office Suite (Excel, Outlook, Word) and familiarity with financial planning software is preferred.
+ Basic knowledge of investment and financial planning strategies is advantageous.
+ Self-motivated, solution-oriented, and a collaborative team player capable of working independently.
+ Required FINRA licenses: Series 6, 65, and 63 (candidates with Series 7 and 66 are encouraged to apply) and Insurance Group 1.
+ This role mandates registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, including obtaining a unique identifier and ensuring annual renewal and timely updates as per SAFE Act regulations.
Education:
+ Bachelor’s degree or equivalent experience.
Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Full time
Citi is an equal opportunity and affirmative action employer, welcoming qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Citigroup Inc. and its subsidiaries invite all qualified candidates to explore career opportunities. If you require assistance due to a disability, please review our accessibility options.
