Senior Financial Strategist

3 weeks ago

Short Hills, New Jersey, United States Citigroup Inc Full time
Job Description

The Senior Financial Strategist is a key professional who closely follows the latest trends in their field and adapts them for application within their job and the business.

Strong commercial awareness is a necessity. Excellent communication skills are required to negotiate internally, often at a senior level. The Senior Financial Strategist provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions.

They anticipate events in a client's life and business that have significant financial implications.

  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
  • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf.
  • Maintain a full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth.
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
  • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
  • Establish a referral network and gain introductions to potential clients that generate new sales.
  • Closely work with team members to acquire the experience necessary to establish credibility with clients and intermediaries.
  • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions, and resolve issues.
  • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
  • Ensure compliance with regulatory requirements and minimize any potential liability for Citi.
  • Ensure strong controls and effective operational and administrative services.
  • Set an example of behavior to all staff.
  • Partner with colleagues across the Citi network to leverage capabilities and share expertise.
  • Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi.
  • Understand and communicate the risk involved with various investment strategies.
  • Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
  • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
  • Apply an in-depth level of knowledge in key investment and financing products.
  • Keep abreast of financial industry developments and current global market conditions.
  • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
  • Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

**Requirements**

  • Extensive and proven experience in Private Banking, having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
  • Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools, and capabilities

**Education**

**Bachelor's/University degree, Master's degree preferred**

**Job Type**

**Private Client Coverage**

**Private Banker**

**Full time**

**Salary Range**

Citi offers competitive employee benefits, including: medical, dental & vision coverage; life, accident, and disability insurance; Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View the EEO Policy Statement here. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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