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Citi Wealth Management Consultant

2 months ago

San Francisco, California, United States Hispanic Technology Executive Council Full time

Position Overview:
The Banker SAFE Act is a pivotal professional who remains informed about advancements in their sector and contributes to strategic direction by applying insights to their role and the organization.

Recognized as a technical authority in a specific domain within the enterprise, this role necessitates a fundamental understanding of commercial dynamics.

Effective communication and diplomatic skills are essential to guide, influence, and persuade others, particularly colleagues from different departments and occasional external clients.

The role has a significant impact on the area through intricate deliverables. It involves providing counsel related to the technology or operations of the business, influencing the overall performance and effectiveness of the job family.

Key Responsibilities:
1. Proactively identify potential clients and establish connections to convert prospects into loyal clients.
2. Exhibit a comprehensive understanding of clients' enterprises and their wealth generation sources.
3. Anticipate significant life and business events for clients that may have financial implications.
4. Act as a trusted advisor for clients seeking strategic financial guidance.
5. Cultivate enduring relationships with client families across generations to strengthen ties with the Citi Private Bank.
6. Manage client expectations effectively regarding the feasibility of requested actions.
7. Maintain a thorough understanding of client objectives and risk tolerance to ensure alignment of financial strategies.
8. Identify unexpressed needs of clients to provide tailored solutions.
9. Collaborate with product specialists to develop long-term strategies that enhance client relationships.
10. Assist clients in achieving comprehensive financial and investment objectives related to wealth creation and management.
11. Set ambitious goals, monitor progress, and adjust strategies to meet objectives.
12. Organize and prioritize daily, weekly, and monthly tasks to optimize revenue growth and client satisfaction.
13. Build a referral network to generate new business opportunities.

Close deals by making appropriate concessions aligned with the core interests of the Citi Private Bank.

Support team members in gaining the experience necessary to build credibility with clients and intermediaries.
Demonstrate a strong commitment to team success, prioritizing collective goals over individual achievements.
Encourage collaboration among team members to deepen client relationships and surpass sales targets.
Align the diverse experiences and skills of team members to maximize client service effectiveness.
Foster partnerships with support teams within Citi Private Bank to maintain control, identify solutions, and resolve issues.

Adhere to standard procedures while advocating for necessary exceptions when broader considerations are at stake, seeking or granting approvals as needed.

Ensure compliance with regulatory standards and mitigate potential liabilities for Citi.
Establish robust controls and effective operational and administrative services.
Serve as a role model for all staff.
Collaborate with colleagues across the Citi network to leverage capabilities and share expertise.
Advocate for clients, negotiating on their behalf with members of the Private Bank and Citi.
Ensure seamless execution of internal processes and Citigroup services for clients.
Prioritize issues for escalation, involving the appropriate personnel to expedite resolutions.
Understand and communicate the risks associated with various investment strategies.
Build credibility and trust with all Citi Private Bank colleagues, upholding the highest standards of integrity.
Persist in delivering on commitments, even in the face of challenges.
Report any illegal or improper transactions, adhering to all regulatory policies and control procedures regarding client acceptability.
Maintain a comprehensive understanding of the diverse products and services offered by Citi.
Apply in-depth knowledge of 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 current global market conditions.
Present and articulate complex financial concepts and investment strategies with utmost professionalism.
Seek continuous improvement, acknowledge mistakes, and adapt behavior based on feedback from clients and colleagues.

Appropriately assess risk in business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment in personal conduct and business practices, and transparently managing and reporting control issues.


Qualifications:
1. 6-10 years of relevant experience.
2. Extensive experience in Private Banking, particularly in the UHNW market.
3. Proven track record in leading client teams and transactions.
4. Demonstrated success in relationship selling.
5. Comprehensive knowledge of all Citi Private Bank systems, platforms, tools, and capabilities.
6. Fluency in a foreign language, as required.

Creative and innovative; adept at multitasking and prioritizing; capable of working collaboratively; thrives in a business development environment; possesses strong communication skills and the ability to influence.

Proficient in IT skills, including Excel and Word.
Regulated role with applicable qualifications and/or licenses.

Education:
Bachelor's/University degree, Master's degree preferred.

Job Family Group:
Private Client Coverage

Job Family:
Private Banker

Time Type:
Full time

Compensation:
Competitive salary and benefits package, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Paid time off packages are also available, including vacation, sick leave, and paid holidays.

For more information regarding employee benefits, please refer to the company's benefits page.


Equal Opportunity Employer:
Citi is an equal opportunity and affirmative action employer, ensuring qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries invite all qualified interested applicants to explore career opportunities.

If you require reasonable accommodation due to a disability, please review the accessibility options available.