Citi Wealth - Wealth Advisor - Senior Vice President
$158.4k - $237.6kCitibank (Switzerland) AG
- # Citi Wealth - Wealth Advisor - Senior Vice PresidentApply: Hybrid: Miami Florida United States: Full time: Posted Today: 26958879Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Wealth Advisor is the primary advisor serving High Net Worth professionals in these fields.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------------------------------------------------------## **Job Family Group:**Private Client Coverage------------------------------------------------------## **Job Family:**Private Banker------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**Miami Florida United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$158,400.00 - $237,600.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
- J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Citi Wealth - Wealth Advisor - Senior Vice President in Miami, FL vacancy
$158.4k - $237.6k
...Professional, WealthCompany: CitiGlobal Wealth brings together the full power of Citi to serve the entire continuum of... ...specific expertise. The Wealth Advisor is the primary advisor serving... ...these fields.The Wealth Advisor is a senior-level position responsible for deepening...SeniorFull timeCitigroup
Miami, FL5 days ago$70k - $200k
...00Category: Private Client Coverage, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...as required by applicable SAFE Act regulations and Citi policies and procedures.Education:Bachelor's/University...SeniorFull timeWork at officeCitigroup
Miami, FL2 days ago- Citi Global Wealth in Miami, FL seeks a Senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions. The role works with a dedicated team to provide investment advice, wealth planning, and private banking services, driving...Senior
$10 per hour
...for you.As a Business Relationship Manager Senior (BRM) Deepening banker in Business... ...banking products and partner with Branch, Wealth Management and Private Bank to identify and... ...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their...SeniorWork at officeJP Morgan Chase
Miami, FL1 day ago- Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors. You will lead end-to-end wealth solutions, coordinate with Relationship...Senior
$122k - $240.5k
...experience with an entrepreneurial spirit, and the ability to engage senior leadership? If so, Deloitte Consulting LLP is looking for a... ...including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance,...SeniorLocal areaDeloitte
Miami, FL3 days ago- ...To support this momentum, JHS seeks an innovative, strategic, and mission-driven healthcare executive to serve as the next Senior Vice President & Chief Executive Officer (SVP & CEO) of Jackson North Medical Center. This role reflects a strategic investment in our future...Senior
Jackson Health System
Miami, FL5 days ago - Apply Now First Name: Last Name: Email Address: Phone Number: Upload CV File: Upload CV File:…Attach a CV file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT. People looking for jobs should not put anything here. Macdonald & Company will only contact you to discuss...Senior
Macdonald & Company
Miami, FL5 days ago - ...Compensation & Commission Strategy ~ Own the sales commission plan and broader compensation strategy, in partnership with the President and Finance, to align incentives with revenue and margin goals. Channel & Reseller Management Manage third-party referral...SeniorFull time
Axe Compute
Miami, FL3 days ago - ...and a track record of steady, profitable growth is seeking a Vice President/Senior Vice President of Financial Planning & Analysis to join the... ...projections, and strategic priorities. Act as a trusted financial advisor to operations and functional leaders across the business,...SeniorFull timeFlexible hours
StevenDouglas
Miami, FL4 days ago - ...Senior Vice President, Sales - MSP North America Find out if this opportunity is a good fit by reading all of the information that follows below. Kaseya | Miami, FL preferred / United States | Full-time Kaseya is seeking a transformational Senior Vice President...SeniorFull time
Kaseya
Miami, FL1 day ago - JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented peopleand empowering...SeniorDaily paid
JLL
Miami, FL1 day ago $110.7k - $218.3k
..., and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San...SeniorLocal areaVisa sponsorshipDeloitte
Miami, FL5 days ago$95.55k - $195.25k
...May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you... ...including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance,...SeniorWork at officeLocal areaVisa sponsorshipDeloitte
Miami, FL2 days ago$163.4k - $322.1k
Position Summary Cyber Oracle Cloud Security - Senior Manager / Associate Vice President, Engineering Management Our Deloitte Cyber team helps organizations... ...Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring...SeniorLocal areaVisa sponsorshipDeloitte
Miami, FL1 day ago- ...Officer and serving on the executive leadership team, the Chief/Senior Vice President of E-Commerce & Product will own and evolve Balfour & Co.’s... ...Leadership & Executive Partnership Serve as a strategic advisor to the CEO and executive leadership team, shaping the...SeniorLocal areaRemote work
Balfour & Company
Miami, FL19 days ago - ...through our vertically integrated operating platform. Learn more at acremgt.com. Position Overview ACRE is seeking a Senior Vice President, Equity Asset Management to lead the performance and value creation initiatives for a portfolio of multifamily investments...SeniorFull timeWork at officeLocal areaRelocation
ACRE
Miami, FL2 days ago - ...Senior Associate Vice President, Human Resources Operations About the Company Premier healthcare provider Industry Hospital & Health Care Type Non Profit Founded 1952 Employees 10,001+ Categories Education Fitness Health Care About...Senior
$225k - $275k
...- we want only the most talented and committed team, but when you do join Lucky Strike, the rewards are abundant. Overview Senior Vice President of Bowling Machine Operations, Maintenance and Support Role Overview Position: Senior Vice President (SVP) of Bowling Machine...Senior- Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to manage 100M+ level client relationships within a partner-led team, focusing on succession planning for a founding partner and autonomy in portfolio construction. The role involves serving UHNW...Senior
- As the Senior Vice President, Director of Operations, you will be a strategic partner to the Regional Executive, driving operational excellence across multiple business units in alignment with corporate objectives. This role is responsible for shaping and executing operational...SeniorFull time
- Truist Wealth invites a high-caliber advisor to Miami to serve ultra-high net worth clients. You will deliver needs-based financial planning, coordinate with investments, trust, mortgage, and insurance teams, and expand client relationships through strategic business development...Senior
- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment guidance. As part of Vanguard's Personal Wealth division, you will onboard clients, manage a book of business, and collaborate across...SeniorRemote job
- ...and ensuring the seamless execution of the company's strategic objectives. The candidate will work closely with the CEO and other senior executives to foster a culture of operational excellence and continuous improvement. Key Responsibilities: Operational Leadership...SeniorSeasonal work
Perry Ellis International
Miami, FL2 days ago $250k
...Job Description Job Description About The Position We're looking for a Senior Vice President of Finance who leads like an owner, not a caretaker. This is not a maintain-the-status-quo role — it's a build-and-scale role. As Senior VP of Finance, you will own the...SeniorFull timeLocal areaCardone Enterprises Inc
Miami, FL26 days ago- Citigroup Inc. in Miami, Florida seeks a senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions to High Net Worth professionals. You will coordinate with the dedicated team to ensure a superior client experience and contribute...Senior
$150k
...Experienced Financial Advisor - Bring and Grow Your Book Are you an established financial... ...Cross Financial is seeking experienced wealth advisors with an established client base... ...clients' needs Collaborate with other senior advisors and firm leadership Participate...Senior$128k - $252.5k
...efforts that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will... ...the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San...SeniorLocal areaDeloitte
Miami, FL5 days ago- ...Wealth Advisor Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to candidates located in the Miami,...SeniorLocal areaRemote work
- Grove Bank & Trust in Miami, FL seeks a Wealth Strategist to provide advisory services, develop customized wealth plans, and deliver investment strategies for affluent clients. The role emphasizes meetings, discovery, portfolio analysis, and ongoing client communication...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Citi Wealth - Wealth Advisor - Senior Vice President. Be the first to apply!
Related searches
- estate planning consultant Miami, FL
- financial advisor part time Miami, FL
- oracle cloud financials consultant Miami, FL
- associate leveraged finance Miami, FL
- project finance associate Miami, FL
- financial planner cfp Miami, FL
- international financial advisor Miami, FL
- private wealth advisor Miami, FL
- financial consultant Miami, FL
- financial advisor training program Miami, FL