Senior Wealth Advisor
Core
Provide comprehensive financial and investment advice to Affluent and High-Net Worth clients, building relationships to acquire new assets and deepen existing ones.
Role type
Senior Wealth Advisor (Financial Planning & Sales)
Builds
Client relationships, new bank and brokerage assets, and portfolio growth for Citigold and Citigold Private Client segments.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, sales, client profiling, securities recommendations, regulatory compliance (KYC/AML), risk assessment, leadership/coaching
Preferred skills
Financial planning software, investment strategies, Microsoft Office
Technologies
Financial planning software, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Build relationships with new clients to bring in assets, deepen relationships with existing clients, respond to referrals and recommend offerings, make securities recommendations, manage client follow-up, ensure compliance adherence, partner with branch team, assess risk, coach new recruits
Seniority
Senior, hands-on IC with leadership responsibilities