What are the responsibilities and job description for the Wealth Management Expert for Ultra-High-Net-Worth Clients position at Citigroup?
About the Role
The Senior Wealth Advisor will play a key role in supporting ultra-high-net-worth individuals and family offices through Citi Private Bank. This includes operating in the affluent and high-net worth segments through Citigold and Citigold Private Client, as well as capturing wealth management in the workplace through Citi Global Wealth at Work.
Key Responsibilities
- Offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.
- 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.
- Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
- 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.
- Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research.
Requirements
- 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.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
- Bachelor's/University degree or equivalent experience.
Additional Information
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (
