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Lead Wealth Management Advisor

2 months ago

Rego Park, New York, United States Citigroup Inc Full time

Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This consolidated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and provides wealth management solutions in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor is responsible for delivering holistic financial and investment guidance to our Citigold and Citigold Private Client segments. With access to a premier investment solutions platform, Senior Wealth Advisors can offer a variety of traditional and alternative investments, managed account solutions, and top-tier research and advice tailored for all Wealth clients. The client remains the focal point of our operations. In this role, you will collaborate closely with a dedicated Wealth team to address the financial needs of our Affluent and High-Net-Worth clients, including a Wealth Relationship Manager and specialists such as Financial Planners, Insurance Experts, Portfolio Consultants, and Home Lending Officers.

Key Responsibilities:

  • Establish connections with new clients to attract additional banking and brokerage assets.
  • Enhance relationships with current clients in Citi Personal Wealth Management and the Retail bank through effective financial planning and thorough discovery and profiling techniques.
  • Act on referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability evaluations.
  • Provide investment recommendations and advice to clients utilizing a select range of solutions informed by firm models and research.
  • Capitalize on referral opportunities to expand the portfolio.
  • Direct opportunities to segment partners when appropriate, including but not limited to Small Business Partners and Home Lending Officers.
  • Attract new clients by converting referral leads.
  • Oversee client follow-up and comply with all Regulatory and Compliance operating procedures.
  • Ensure strict adherence to KYC/AML and other compliance standards.
  • Collaborate with all roles on the branch team to guarantee a positive in-branch experience for all clients.
  • Evaluate risk in business decisions, demonstrating a commitment to the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment, and transparently managing and reporting control issues.
  • Regularly take on informal/formal leadership roles within teams, including mentoring and training new recruits.
Qualifications and Skills:
  • 5-8 years of experience in a financial advisory role.
  • Proven track record in a proactive, successful sales and service position within the financial services sector.
  • Strong analytical and financial acumen.
  • Excellent verbal and written communication abilities.
  • Highly organized with a keen attention to detail.
  • Proficient in Microsoft Office (Excel, Outlook, and Word) and familiarity with financial planning software is preferred.
  • Basic understanding of investment and financial planning strategies is advantageous.
  • Self-motivated, problem-solving, and goal-oriented team player capable of working independently.
  • Possession of Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses.
  • Group 1 Insurance License.
  • This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtaining a unique identifier before referring clients to Citibank for mortgage needs, maintaining and renewing that registration annually, updating registration information promptly, and providing that unique identifier to consumers as mandated by applicable SAFE Act regulations and Citi policies.
Education:
  • Bachelor's/University degree or equivalent experience.
Job Family Group:
Private Client Coverage

Job Family:
Financial Planning Services

Time Type:
Full time

Primary Location:
Rego Park New York United States

Primary Location Full Time Salary Range:
$70,000.00

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also provides paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit our website.

Citi is an equal opportunity and affirmative action employer.

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.

Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities. 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.