Senior Wealth Advisor

4 weeks ago

Pleasant Hill, California, United States Citigroup Inc Full time
Job Description

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research, and advice for all Wealth clients.

The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants, and Home Lending Officers.

Key Responsibilities:
  1. Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
  2. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills.
  3. Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
  4. Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research.
  5. Master referral opportunities to grow portfolio.
  6. Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.).
  7. Acquire new clients through converting referral leads.
  8. Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
  9. Ensure strict adherence to KYC/AML and other compliance norms.
  10. Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
  11. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
  12. Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits.
Qualifications and Skills:
  • 5-8 years of experience serving in a financial advisory capacity.
  • Experience in a proactive, successful sales and service role in the financial services industry.
  • Strong analytical and financial skills.
  • Strong verbal and written communication skills.
  • Organized with strong attention to detail.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
  • Basic understanding of investment and financial planning strategies preferred.
  • Must be a self-starter, problem solver, and a goal-oriented team player able to work without direction.
  • 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.

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