Citi Wealth - Wealth Advisor - Senior Vice President
Core
Senior Wealth Advisor serving High Net Worth professionals in law, accounting, asset management, and management fields, delivering comprehensive wealth management solutions including deposits, investments, mortgages, and lending.
Role type
Senior IC Wealth Advisor (Private Banking)
Builds
Comprehensive wealth management solutions and client relationships
Domain
Financial Services / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Investment advice, wealth planning, client relationship management, sales cycle management, regulatory compliance, risk assessment, KYC documentation, portfolio review
Preferred skills
MBA, CFA
Technologies
None stated
Responsibilities
Identify and convert prospective clients while deepening relationships with existing clients; Provide expert investment advice and solutions; Manage end-to-end sales cycle from opportunity identification through account funding; Coordinate with client Relationship Manager for KYC and compliance; Grow and maintain strong client relationships through periodic check-ins and performance reviews; Handle complex client inquiries and account changes; Collaborate with internal partners to ensure policy adherence; Assess risk and adhere to compliance and ethical standards.