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Citi Group Senior Wealth Advisor - Huntington Village United States, New York 870106851
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver 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.
Responsibilities:
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base inThe United States.
Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
Conduct sophisticated economic and financial market analyses.
Analyze economic trends/activities and advise the effects on the investors' portfolios
Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
Appropriately 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:
5-8 years of experience
NYSE Series 7 and 66 licenses and additional licensing as needed
Proficient in software applications (ex. Microsoft Word, Excel.
Knowledge of Bloomberg a definite asset
Able to work without direction.
Ability to communicate with co-workers and clients.
Excellent written and communication skills.
Strong financial background
Education:
Bachelor's/University degree or equivalent experience
Anticipated Posting Close Date:
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