Citi Wealth - Wealth Advisor - Vice President

Citi • Miami, FL

5d

About The Position

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. 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.

Requirements

• 6-10 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)
• Bachelor's/University degree required

Nice To Haves

• Master's degree (e.g., MBA) or other advanced degree (e.g., CFA)

Responsibilities

• Proactively identify, engage, and convert prospective clients while deepening relationships with existing clients
• Provide expert investment advice and solutions
• Manage the end-to-end sales cycle from opportunity identification through account funding
• Coordinate with client Relationship Manager, including working directly with clients to collect necessary KYC documentation and ensuring compliance with regulatory requirements
• Grow and maintain strong client relationships through periodic check-ins
• Coordinate with Client Service Officer, handling complex client inquiries, supporting documentation, and managing various account-related changes
• 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.

What This Job Offers

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