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Senior Wealth Advisor

1 month ago

San Rafael, California, United States Citigroup Inc Full time
Job Title: Senior Wealth Advisor

Citi Global Wealth is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the financial needs of our clients.

Key Responsibilities:
  • Build and maintain relationships with new and existing clients to provide personalized financial planning and investment advice.
  • Develop and implement customized financial plans to help clients achieve their financial goals.
  • Provide ongoing portfolio management and investment advice to clients.
  • Collaborate with internal teams to ensure seamless delivery of wealth management services.
  • Stay up-to-date with market trends and regulatory changes to provide expert advice to clients.
Requirements:
  • 5-8 years of experience in a financial advisory capacity.
  • Strong analytical and financial skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and collaborate with internal teams.
  • Knowledge of financial planning software and investment products.
Education:

Bachelor's/University degree or equivalent experience.

Job Family:

Financial Planning Services.

Time Type:

Full time.

Primary Location:

San Rafael, California, United States.