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Wealth Advisor

Company: Citi Bank
Location: San Clemente
Posted on: June 1, 2021

Job Description:

The Wealth Relationship Advisor is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities: Build relationships with new clients with the goal of bringing in new bank and brokerage assets.Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skillsRespond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessmentsMake securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.Master referral opportunities to grow portfolio.Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)Acquire new clients through converting referral leads.Manage client follow-up and adhere to all Regulatory and Compliance operating proceduresEnsure that KYC/AML and other compliance norms are strictly adhered toPartner with all roles on branch team to ensure all clients have a positive in-branch experienceAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:5-8 years of experienceExperience in a proactive, successful sales and service role in the financial services industryStrong analytical and financial skillsStrong verbal and written communication skillsOrganized with strong attention to detailKnowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferredBasic understanding of investment and financial planning strategies preferredMust be a self-starter, problem solver and a goal-oriented team player able to work without directionSecurities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licensesGroup 1 insuranceThis position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.Education:Bachelors/University degree or equivalent experience

Keywords: Citi Bank, San Clemente , Wealth Advisor, Other , San Clemente, California

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