Wealth Management Associate

3 days ago


Hermosa Beach, California, United States Citigroup Inc Full time
About the Job Family

The Client Solutions Expert plays a crucial role in supporting Citigroup Inc's Private Client Coverage division. This dynamic professional works closely with Banker teams to deliver exceptional wealth management services to clients, leveraging industry expertise and analytical skills.

Key Responsibilities:

  • Demonstrate a solid understanding of industry standards and practices, integrating specialty knowledge with team integration.
  • Apply analytical thinking and utilize data analysis tools to provide high-quality insights and recommendations.

Requirements and Qualifications:

  • 2-5 years relevant experience in finance or operations.
  • Strong organizational and time management skills to manage multiple concurrent deadlines.
  • Ability to communicate complex information effectively and diplomatically.
  • Excellent verbal and written communication skills, with strong client-facing experience.
  • US: Licenses: Series 7/63 or 7/66 or willingness to acquire.
  • Bachelor's degree or equivalent experience.

Compensation and Benefits:

Citigroup Inc offers an estimated salary range of $73,410 - $121,440 per annum, depending on location and qualifications. Additional benefits include competitive bonuses, comprehensive health insurance, and retirement plans.



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