Citi Wealth - Wealth Advisor - Senior Vice President
Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Wealth Advisor is the primary advisor serving High Net Worth professionals in these fields.
The Wealth Advisor is a senior-level position responsible for deepening existing client relationships and driving the delivery of comprehensive wealth management solutions. Working in close coordination with the dedicated team, the Wealth Advisor will ensure a superior client experience while making significant contributions to the commercial objectives and growth of the business.
Responsibilities:
Proactively identify, engage, and convert prospective clients while deepening relationships with existing clients by positioning the full value proposition across deposits, investments, mortgage, and lending.
Provide expert investment advice and solutions, leveraging in-depth knowledge of traditional investments, wealth planning, and private banking services to optimize client service and identify cross-marketing opportunities.
Manage the end-to-end sales cycle from opportunity identification through account funding, including owning and managing investment and non-investment pipelines, and ensuring accurate tracking and reporting.
Coordinate with client Relationship Manager, including working directly with clients to collect necessary KYC documentation and ensuring compliance with regulatory requirements in partnership with operations.
Grow and maintain strong client relationships through periodic check-ins, owning the periodic review process, managing exception and pricing requests, and conducting performance portfolio reviews and client presentations.
Coordinate with Client Service Officer, handling complex client inquiries, supporting documentation, and managing various account-related changes such as wire intake and processing, address changes, and fraud event escalations.
Collaborate effectively with internal partners, product experts, and compliance teams to deliver seamless client experiences and ensure adherence to policies and regulations.
Appropriately assess risk, adhere to compliance, laws, rules, and regulations, apply sound ethical judgment, and escalate/manage control issues with transparency.
Qualifications:
8+ years of experience in financial services, wealth management, or private banking.
Demonstrated expertise in providing investment advice and solutions, with strong analytical skills to solve problems and develop innovative solutions.
In-depth knowledge of investment products, wealth planning, and client relationship management.
Proven ability to manage complex relationships, both internal and external, and excellent multi-tasking abilities.
FINRA Series SIE, S7, S31 & S66 (or S63 & S65)
Education:
Bachelor's/University degree required.
Master's degree (e.g., MBA) or other advanced degree (e.g., CFA) preferred
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Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Private Banker------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Miami Florida United States------------------------------------------------------
Primary Location Full Time Salary Range:
$158,400.00 - $237,600.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
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Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi’s EEO Policy Statement and the Know Your Rights poster.