Current jobs related to Wealth Management Advisor - New York, New York - Citigroup Inc

  • Wealth Management Advisor

    6 days ago

    New York, New York, United States Bank of Montreal Full time

    Job Title: Wealth Management AdvisorAt Bank of Montreal, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing exceptional client service and developing long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...

  • Wealth Management Advisor

    4 weeks ago

    New York, New York, United States Truist Financial Full time

    Job Title: Wealth Management AdvisorAt Truist Financial, we're seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients.Key Responsibilities:Meet revenue growth, profitability, and...

  • Wealth Management Advisor

    7 days ago

    New York, New York, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive...

  • Wealth Management Advisor

    3 weeks ago

    New York, New York, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement...

  • Senior Financial Advisor

    2 weeks ago

    New York, New York, United States Altfest Personal Wealth Management Full time

    Job Title: Senior Financial AdvisorAltfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.We prioritize...

  • Senior Wealth Advisor

    2 weeks ago

    New York, New York, United States Harrison Gray Search & Consulting Full time

    Unlock Your Potential as a Senior Wealth AdvisorHarrison Gray Search & Consulting is seeking a skilled and ambitious Senior Wealth Advisor to join our team. As a pioneering member of our advisor team, you will have the opportunity to make a significant impact on the company and shape the future of wealth management.About the Role:We are looking for a highly...

  • Senior Wealth Advisor

    7 days ago

    New York, New York, United States UCare Staffing, LLC Full time

    Job DescriptionWe are seeking a seasoned wealth advisor to join our dynamic team at UCare Staffing, LLC. As a Senior Wealth Advisor, you will be responsible for delivering tailored financial strategies to our clients.Key Responsibilities:Proven experience in wealth managementStrong client relationship skillsA passion for delivering tailored financial...

  • Private Wealth Management Advisor

    7 days ago

    New York, New York, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Private Wealth Advisor to join our team at Capital Group. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesIdentify prospective clients and cultivate referral...

  • Wealth Management Advisor

    7 days ago

    New York, New York, United States Corient Full time

    About the RoleWe are seeking a skilled Wealth Advisor to join our team at Corient. As a Wealth Advisor, you will be responsible for developing and implementing comprehensive wealth plans for our clients, providing exceptional value-added service, advice, and deliverables to assigned client families.Key ResponsibilitiesDevelop and implement wealth plans for...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with tailored financial solutions and advice to meet their...

  • Wealth Management Advisor

    6 days ago

    New York, New York, United States Northwestern Mutual Full time

    Join a Team of Financial ExpertsWe are seeking a highly motivated and driven individual to join our team as a Wealth Management Advisor. As a key member of our team, you will work closely with clients to create personalized financial plans that address their unique needs and goals.About the RoleAs a Wealth Management Advisor, you will be responsible...

  • Senior Financial Advisor

    2 weeks ago

    New York, New York, United States Altfest Personal Wealth Management Full time

    Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.We place the client at the core of everything we...

  • Private Wealth Management Advisor

    2 weeks ago

    New York, New York, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses make better and smarter financial decisions. As a Private Wealth Advisor, you'll play a key role in enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A...

  • Associate Wealth Advisor

    2 weeks ago

    New York, New York, United States The Colony Group Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt The Colony Group, we're on a mission to empower individuals to achieve their financial goals. As an Associate Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management.Key Responsibilities:Develop and implement comprehensive financial plans tailored to...

  • Financial Advisor: Wealth Management Specialist

    4 weeks ago

    New York, New York, United States Northwestern Mutual Full time

    Financial Advisor: Wealth Management TrackNorthwestern Mutual is seeking a skilled Financial Advisor to join our Tri Harbor Financial Group in Midtown, NY. As a Financial Advisor, you will be responsible for building a book of business, analyzing financial markets, and networking with clients to develop relationships and achieve their financial goals.This is...

  • Senior Wealth Strategist

    6 days ago

    New York, New York, United States Corient Private Wealth LLC Full time

    At Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...

  • Financial Advisor: Wealth Management Specialist

    1 month ago

    New York, New York, United States Northwestern Mutual Full time

    Financial Advisor Opportunity at Northwestern MutualWe are seeking a highly motivated and experienced Financial Advisor to join our team at Northwestern Mutual in New York, NY. As a Financial Advisor, you will be responsible for building a book of business, understanding and analyzing the financial market to help clients meet their financial goals, and...

  • Financial Advisor: Wealth Management Specialist

    6 days ago

    New York, New York, United States Northwestern Mutual Full time

    Job Title: Financial Advisor: Wealth Management TrackAbout the Role:We are seeking a highly motivated and experienced Financial Advisor to join our team at Northwestern Mutual. As a Financial Advisor, you will be responsible for building a book of business, understanding and analyzing the financial market to help your clients meet their financial goals, and...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Northwestern Mutual Full time

    Unlock Your Potential as a Wealth Management AdvisorWe are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. As a Wealth Management Advisor with Northwestern Mutual, you will have the opportunity to build a rewarding practice and client...

  • Senior Wealth Advisor

    4 weeks ago

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

    Job SummaryCiti Global Wealth is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

Wealth Management Advisor

2 months ago

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

Citi Global Wealth Overview:

Citi Global Wealth consolidates the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, engages affluent and high-net-worth segments via Citigold and Citigold Private Client, and facilitates wealth management in corporate environments through Citi Global Wealth at Work.

Role of Citi Global Wealth at Work:

Citi Global Wealth at Work is tailored to partner with legal professionals, accountants, asset managers, and management experts, providing specialized industry knowledge to assist in achieving financial objectives. Clients can access a comprehensive suite of responsive banking, investment, wealth management, and planning services, along with a dedicated Private Banker. We also extend our support to organizations, offering specialized services for both the business and its employees, whether through access to a Private Banker as a corporate benefit or financing solutions.

Key Responsibilities:

  • Proactively identify potential clients and establish connections to convert them into long-term partners.
  • Exhibit a profound understanding of clients' businesses and their wealth generation sources.
  • Anticipate significant financial events in clients' lives and businesses.
  • Act as a trusted advisor, providing strategic financial guidance.
  • Foster intergenerational relationships with client families to strengthen ties with Citi Private Bank.
  • Manage client expectations effectively regarding service execution.
  • Maintain a comprehensive understanding of client goals and risk profiles to ensure suitable financial strategies.
  • Identify unexpressed needs of clients and address them proactively.
  • Collaborate with product specialists to create long-term solutions that enhance client relationships.
  • Assist clients in achieving broad financial and investment objectives related to wealth creation and management.
  • Develop customized solutions that cater to clients' investment, risk management, and liquidity needs.
  • Set ambitious goals, monitor progress, and adjust strategies to meet objectives.
  • Organize and prioritize activities to maximize revenue growth and client satisfaction.
  • Build a referral network to generate new business opportunities.
  • Negotiate deals that align with the interests of Citi Private Bank.
  • Support team members in gaining the experience necessary to build credibility with clients.
  • Demonstrate a strong commitment to team success, prioritizing collective goals over individual achievements.
  • Encourage collaboration among team members to deepen client relationships and exceed sales targets.
  • Align team members' skills and experiences to enhance client service effectiveness.
  • Engage with support teams within Citi Private Bank to maintain control and resolve issues.
  • Adhere to standard procedures while advocating for necessary exceptions when warranted.
  • Ensure compliance with regulatory requirements to minimize potential liabilities.
  • Establish strong operational controls and administrative services.
  • Exemplify professional behavior to all staff members.
  • Collaborate with colleagues across the Citi network to leverage capabilities and share expertise.
  • Advocate for clients, negotiating on their behalf with Citi Private Bank members.
  • Ensure seamless execution of internal processes and Citigroup services for clients.
  • Prioritize issues for escalation, involving the right personnel for swift resolution.
  • Communicate the risks associated with various investment strategies clearly.
  • Build credibility and trust with all colleagues, upholding the highest standards of integrity.
  • Persist in delivering on commitments, overcoming obstacles as they arise.
  • Report any illegal or improper transactions, adhering to all regulatory policies.
  • Maintain a comprehensive understanding of the diverse products and services offered by Citi.
  • Apply advanced knowledge in key investment and financing products.
  • Develop expertise to identify business opportunities and cater to the unique needs of specific client segments.
  • Stay informed about financial industry trends and global market conditions.
  • Present complex financial concepts and investment strategies with professionalism.
  • Seek continuous improvement, learn from mistakes, and adapt based on feedback.
  • Evaluate risks in business decisions, prioritizing the firm's reputation and compliance with laws and regulations.

Qualifications:

  • 10+ years of relevant experience.
  • Proven expertise in Private Banking, particularly within the UHNW market.
  • Experience in leading client teams and managing transactions.
  • Demonstrated success in relationship selling.
  • In-depth knowledge of Citi Private Bank's banking systems and product offerings.
  • Fluency in foreign languages as required.
  • Creative and innovative mindset.
  • Able to manage multiple tasks and prioritize effectively.
  • Strong team player.
  • Thrives in a business development-focused environment.
  • Excellent communication and influencing skills.
  • Proficient in IT, including Excel and Word.
  • Possesses necessary qualifications and licenses for the regulated role.

Education:

  • Bachelor's degree required; Master's degree preferred.

Job Family Group: Private Client Coverage

Job Family: Private Banker

Time Type: Full time

Salary Range: $150,000 - $300,000.00

Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages include vacation, sick leave, and holidays.

Citi is an equal opportunity and affirmative action employer, considering qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.