Personal Banker Senior

The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within the business. Excellent communication skills required, often at a senior level. In-depth analysis with interpretive thinking will be required. Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations. Has a significant impact on direct business results or authoritative advice regarding the operations of the business. Provides advice and counsel related to the operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.

Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.

Conduct sophisticated economic and financial market analyses.

Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.

Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's 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.

Experience including being a proactive, successful sales and service role in the financial services industry with strong analytical and financial skills

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset

Bachelor's/University degree, Master's degree preferred

Private Client Coverage

Financial Planning Services

Full time

Primary Location Full Time Salary Range
$Citi offers competitive employee benefits, including: medical, dental & vision coverage; life, accident, and disability insurance; Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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