Strategic Financial Advisor

4 weeks ago


San Francisco, California, United States Citigroup Inc Full time
Job Summary

The ideal candidate will be a seasoned professional with extensive experience in Private Banking, having covered the UHNW market. They will have a proven track record in relationship selling and be able to effectively manage client expectations.

Key Responsibilities
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth.
  • Establish a referral network and gain introductions to potential clients which generate new sales.
  • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
  • 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.
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.
  • Fluency in foreign language, as required / Creative and innovative / Able to multi-task and prioritise / Able to work as part of a team / Thrives in a business development environment / Strong communication skills / Ability to influence /
  • Strong IT skills including Excel and Word
  • Bachelor's/University degree, Master's degree preferred
About Citi

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.



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