Senior Wealth Advisor SAFE ACT

Citi • Miami, FL

8d

About The Position

Developed communication and diplomacy skills are required in order to guide convince others. Provides advice and counsel related to the operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the 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.

Requirements

• 10+ years of experience
• Experience including being a proactive, successful sales and service role in the financial services industry with strong analytical and financial skills
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset
• Ability to communicate with co-workers and clients.
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.
• Group 1 insurance
• Bachelor's/University degree

Nice To Haves

• Master's degree preferred

Responsibilities

• Providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees