Citigroup Inc.
Overview
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to CitiGold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, enabling delivery of traditional and alternative investments, managed account solutions, best-in-class research, and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will 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. Job Responsibilities
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 Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research Master referral opportunities to grow portfolio Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) Acquire new clients through converting referral leads Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure strict adherence to KYC/AML and other compliance norms Partner with all roles on branch team to ensure all clients have a positive in-branch experience Avoid, mitigate and escalate risk as appropriate, driving compliance with applicable laws, rules and regulations, and upholding Citi policies and procedures Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills
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 Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without direction Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses Group 1 Insurance License This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtaining a unique identifier; maintain and renew registration annually and update information timely, to provide the identifier to consumers as required by SAFE Act regulations and Citi policies Education
Bachelor's/University degree or equivalent experience Additional Information
Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: San Francisco, California, United States Primary Location Full Time Salary Range: $70,000.00 - $120,000.00 In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Availability of benefits varies by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Nov 29, 2024 Citi is an equal opportunity and affirmative action employer. Qualified applicants will 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 apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View the EEO poster. View the EEO Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.
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Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to CitiGold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, enabling delivery of traditional and alternative investments, managed account solutions, best-in-class research, and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will 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. Job Responsibilities
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 Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research Master referral opportunities to grow portfolio Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) Acquire new clients through converting referral leads Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure strict adherence to KYC/AML and other compliance norms Partner with all roles on branch team to ensure all clients have a positive in-branch experience Avoid, mitigate and escalate risk as appropriate, driving compliance with applicable laws, rules and regulations, and upholding Citi policies and procedures Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills
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 Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without direction Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses Group 1 Insurance License This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtaining a unique identifier; maintain and renew registration annually and update information timely, to provide the identifier to consumers as required by SAFE Act regulations and Citi policies Education
Bachelor's/University degree or equivalent experience Additional Information
Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: San Francisco, California, United States Primary Location Full Time Salary Range: $70,000.00 - $120,000.00 In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Availability of benefits varies by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Nov 29, 2024 Citi is an equal opportunity and affirmative action employer. Qualified applicants will 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 apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View the EEO poster. View the EEO Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.
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