Wealth Relationship Advisor (Bilingual - Chinese/ English required)
Company: Citi
Location: San Rafael
Posted on: May 17, 2022
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 skills
- Respond to referrals and introductions generated through
business partners and recommend the best offering to clients based
on client profiling and suitability assessments
- Make 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 procedures
- Ensure that KYC/AML and other compliance norms are strictly
adhered to
- Partner with all roles on branch team to ensure all clients
have a positive in-branch experience
- 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.Qualifications:
- 5-8 years of experience
- Experience in a proactive, successful sales and service role in
the financial services industry
- Strong analytical and financial skills
- Strong verbal and written communication skills
- Organized with strong attention to detail
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and
experience in financial planning software preferred
- Basic understanding of investment and financial planning
strategies preferred
- Must be a self-starter, problem solver and a goal-oriented team
player able to work without direction
- Securities Industry Essentials - SIE - Active Series 7, 66 (or
63 and 65) licensesEducation:
- Bachelor's/University degree or equivalent
experience-------------------------------------------------Job
Family Group: Private Client
Coverage-------------------------------------------------Job
Family:Financial Planning
Services------------------------------------------------------Time
Type:Full
time------------------------------------------------------Citi is
an equal opportunity and affirmative action employer.Qualified
applicants will receive consideration without regard to their race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.Citigroup Inc.
and its subsidiaries ("Citi") invite all qualified interested
applicants to apply for career opportunities. If you are a person
with a disability and need a reasonable accommodation to use our
search tools and/or apply for a career opportunity review .View the
"" poster. View the .View the .View the
-----------------------------Effective November 1, 2021, Citi
requires that all successful applicants for positions located in
the United States or Puerto Rico be fully vaccinated against
COVID-19 as a condition of employment and provide proof of such
vaccination prior to commencement of employment.
Keywords: Citi, San Rafael , Wealth Relationship Advisor (Bilingual - Chinese/ English required), Other , San Rafael, California
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