Senior Wealth Advisor

Citi • Chino Hills, CA

11d

About The Position

Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Provides advice and counsel related to the technology or 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

• 6-10 years of experience
• NYSE Series 7 and 66 licenses and additional licensing as needed
• Proficient in software applications (ex. Microsoft Word, Excel)
• Ability to communicate with co-workers and clients.
• Excellent written and communication skills.
• Strong financial background
• Bachelor's/University degree

Nice To Haves

• Master's degree preferred
• Knowledge of Bloomberg a definite asset

Responsibilities

• 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