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Senior Wealth Advisor
2 months ago
Job Summary:
Citigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.
Key Responsibilities:
- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Develop and implement personalized financial plans to help clients achieve their goals.
- Provide expert investment advice and guidance to clients, including recommendations on traditional and alternative investments.
- Work closely with a dedicated team of financial professionals to deliver exceptional client service and support.
- Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
Requirements:
- 5-8 years of experience in a financial advisory capacity.
- Bilingual - Cantonese/Mandarin.
- Strong analytical and financial skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses.
- Group 1 Insurance License.
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: San Francisco, California, United States
Primary Location Full Time Salary Range: $70,000.00
Citigroup Inc. offers a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
