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Wealth Management Advisor

2 months ago

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

Citi Global Wealth Overview:

Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive unit provides services to ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and offers wealth management solutions in the workplace through Citi Global Wealth at Work.

Role of Citi Global Wealth at Work:

Citi Global Wealth at Work is committed to partnering with legal professionals, accountants, asset managers, and management experts who possess specialized industry knowledge to assist you in achieving your financial objectives. Clients can access a variety of responsive banking, investment, wealth management, and planning services, along with a dedicated Private Banker. Our support extends to firms, providing specialized capabilities tailored for both the organization and its employees. Whether it involves access to a Private Banker as a corporate benefit or financing solutions, our goal is to be your all-encompassing financial partner.

Key Responsibilities:

  • Proactively identify potential clients and establish meaningful connections to convert prospects into loyal clients.
  • 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, offering strategic financial guidance to clients.
  • Foster intergenerational relationships with client families to ensure long-term connections with Citi Private Bank.
  • Effectively manage client expectations regarding feasible actions on their behalf.
  • Maintain a comprehensive understanding of client goals and risk tolerance to align financial strategies accordingly.
  • Identify unexpressed needs of clients and address them proactively.
  • Collaborate with product experts to devise 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 regularly, and adjust strategies to meet objectives.
  • Organize and prioritize daily, weekly, and monthly activities to optimize revenue growth and client satisfaction.
  • Establish a referral network to generate new client introductions.
  • Negotiate effectively to close deals while aligning with the core interests of 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 exceed sales targets.
  • Leverage the complementary skills of team members to maximize client effectiveness.
  • Build partnerships with support groups within Citi Private Bank to maintain control and resolve issues.
  • Adhere to standard procedures while advocating for appropriate exceptions when necessary.
  • Ensure compliance with regulatory requirements to minimize potential liabilities for Citi.
  • Maintain strong operational and administrative controls.
  • Exemplify exemplary behavior for all staff members.
  • 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 right personnel to expedite resolutions.
  • Communicate the risks associated with various investment strategies effectively.
  • Establish credibility and trust with all colleagues in Citi Private Bank, upholding the highest standards of integrity.
  • Demonstrate perseverance in delivering on commitments, even in the face of challenges.
  • Report any illegal or improper transactions, adhering to all regulatory policies 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 address the unique needs of specific client segments.
  • Stay informed about financial industry developments and global market conditions.
  • Present and articulate complex financial concepts and investment strategies with professionalism.
  • Seek continuous improvement, acknowledging mistakes and adapting behavior based on feedback.
  • Assess risks in business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws and regulations.

Qualifications:

  • 10+ years of relevant experience.
  • Extensive experience in Private Banking, particularly with the UHNW market.
  • Proven track record in leading client teams and transactions.
  • Demonstrated success in relationship selling.
  • Comprehensive knowledge of Citi Private Bank's banking systems, platforms, and capabilities.
  • Fluency in foreign languages as required.
  • Creative and innovative mindset.
  • Able to manage multiple tasks and prioritize effectively.
  • Team-oriented with strong communication skills.
  • Ability to influence and persuade effectively.
  • Proficient in IT skills, including Excel and Word.
  • Regulated role with necessary qualifications and/or licenses.

Education:

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

Job Family Group: Private Client Coverage

Job Family: Private Banker

Time Type: Full time

Primary Location: New York, New York, United States

Compensation: Competitive salary range with additional benefits including medical, dental, and vision coverage, 401(k), life insurance, and wellness programs.

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