Citi Wealth - Wealth Advisor - Senior Vice President

The Wealth Advisor is a senior-level position responsible for deepening existing client relationships and driving the delivery of comprehensive wealth management solutions. 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.

Responsibilities:

• 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.

Qualifications:

• 8+ 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)

Education:

• Bachelor's/University degree required.

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