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Senior Financial Advisor

1 week ago

Miami, Florida, United States Citigroup Inc Full time

Citigroup Inc. is committed to providing our clients with exceptional service and expertise. Our goal is to build long-term relationships with our clients by delivering tailored financial solutions that meet their evolving needs.

The Senior Wealth Advisor will play a key role in achieving this goal by building strong relationships with affluent and high-net worth clients, understanding their financial needs and goals, and providing personalized investment advice and guidance.

**Responsibilities:**

  • Build relationships with new clients to generate new business opportunities
  • Deepen existing relationships with clients through financial planning and discovery skills
  • Respond to referrals and introductions generated through business partners and recommend suitable solutions based on client profiling

We are seeking a highly motivated and experienced Senior Wealth Advisor who possesses excellent communication and interpersonal skills, a deep understanding of financial markets and products, and the ability to build strong relationships with clients.

**Requirements and Qualifications:**

  • 5-8 years of experience in a financial advisory capacity
  • Proven track record of success in generating new business and deepening existing relationships
  • Strong analytical and financial skills, with the ability to interpret complex financial data
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