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Senior Wealth Management Professional

1 month ago

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

Job Summary

The Senior Wealth Management Professional is a key role within Citigroup Inc. that requires a deep understanding of industry standards and practices. This position integrates specialty knowledge with a solid understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. The ideal candidate will apply analytical thinking and knowledge of data analysis tools and methodologies to break down information in a systematic and communicable manner. Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information. This role has a moderate but direct impact through close contact with the businesses' core activities. The quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities

  • Deliver wealth management services to clients with guidance from the Banker teams.
  • 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.

Qualifications

  • 2-5 years relevant experience
  • Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail
  • Strong verbal and written communication skills
  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
  • Knowledge of investments, banking, and credit products

Education

  • Bachelor's/University degree or equivalent experience

Job Family Group

  • Private Client Coverage

Job Family

  • Client Services

Time Type

  • Primary

Location

  • New York, New York, United States