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Senior Wealth Management Advisor

2 months ago

Dallas, Texas, United States Citigroup Inc Full time

Overview

As a key player in the wealth management sector, Private Bankers at Citigroup Inc. are dedicated to cultivating and enhancing client relationships. They strive to gain a comprehensive understanding of each client's unique financial landscape, enabling them to craft personalized wealth management solutions.

Core Responsibilities

Client Acquisition and Business Growth

  • Drive annual revenue growth in essential product categories such as investment management, capital markets, and banking services.
  • Develop innovative sales and marketing strategies aimed at attracting new clients across various industries.
  • Engage in proactive prospecting to generate leads and establish connections with potential clients.
  • Assess, qualify, and convert prospects into Private Banking clients.
  • Identify and capitalize on new business opportunities with current clients.
  • Coordinate with specialized resources to design tailored, long-term financial solutions for clients.
  • Effectively communicate complex financial concepts and investment strategies to clients in an accessible manner.

Client Relationship Management

  • Act as the primary advocate and trusted advisor for clients, providing strategic financial guidance.
  • Design and implement comprehensive wealth management strategies to strengthen existing client relationships.
  • Manage client expectations regarding the execution of financial strategies.
  • Ensure that financial strategies remain aligned with client goals and are regularly updated.
  • Communicate potential risks associated with financial and investment strategies.
  • Address and resolve all client inquiries and issues promptly.
  • Support team members in gaining experience and building credibility with clients.

Regulatory Compliance and Oversight

  • Adhere to all regulatory policies and control procedures related to client transactions and suitability.
  • Oversee compliance with critical processes such as Investment Objective Setting and Client Risk Profiling.
  • Ensure that client onboarding is conducted accurately and all necessary documentation is complete.

Required Skills and Qualifications

  • Experience in client-facing roles, preferably within the financial services sector, with a solid understanding of investment, banking, and credit products.
  • In-depth knowledge of the financial industry and current market dynamics.
  • Exceptional verbal and written communication skills, along with strong interpersonal, problem-solving, teamwork, and analytical abilities.
  • Proven ability to build relationships and collaborate effectively with diverse teams, including sales, service, operations, compliance, and marketing.
  • Proficiency in utilizing computer and web-based applications.

Licensing and Education

  • Required Licenses: Series 7 & 66 (or 63 & 65).
  • A bachelor's degree coupled with relevant experience in financial services is essential.

Job Family Group: Private Client Coverage

Job Family: Private Banker

Employment Type: Full-time

Compensation: Competitive salary range, with additional discretionary and formulaic incentives, along with comprehensive employee benefits including medical, dental, vision coverage, 401(k), and wellness programs.

Citi is committed to equal opportunity and affirmative action, welcoming applications from all qualified individuals.