Executive Wealth Advisor

Job Summary:Executive Wealth Advisor

The Executive Wealth Advisor SAFE Act is a strategic professional who stays up-to-date with trends in the field and applies them to their job and business. As a recognized subject matter expert within their area, this role requires strong commercial awareness and authority both internally and externally. It typically involves a small group of people within the business who offer this level of expertise. Strong communication skills are essential for negotiating at senior levels and engaging in some external communication. This role requires advanced judgment and the ability to conduct in-depth quantitative and qualitative analysis to create innovative solutions. The individual must think beyond existing solutions, assumptions, or current knowledge to address sophisticated challenges, significantly impacting business strategies and technical approaches.

Executive Wealth Advisors are responsible for collaborating with other professionals, such as financial advisors and estate planners, to provide comprehensive financial solutions to clients:

• The strategy of client acquisition and conversion entails actively identifying prospects, establishing initial contact, and successfully converting these prospects into clients.
• Foster an in-depth knowledge of clients' businesses, wealth creation strategies, and anticipation of events with considerable financial consequences.
• Function as a valued consultant, offering strategic guidance and advice on financial concerns.
• Develop sustained affiliations with client families over multiple generations to nurture lasting connections with Citi Private Bank.
• Moderate Expectations: Successfully manage client expectations by addressing realistic approaches.
• The foundation of sound financial strategies is built upon a thorough understanding of client goals and their risk tolerance.
• Discover Implicit Client Needs: Identify the needs of clients that are suggested indirectly rather than explicitly stated.
• Mutual Cooperation: Collaborate with specialists to formulate comprehensive and lasting fixes.
• The focus is on empowering clients to reach their financial and investment objectives linked to wealth creation and supervision.
• Goal Setting: Establish challenging aspirations, consistently review progress, and refine tactics to reach desired outcomes.
• Sales & Referrals: Develop a network of referrals to maximize sales potential with potential clients.
• Accommodating Needs: Finalize agreements by making concessions that meet the requirements of Citi Private Bank.
• Team Development: Facilitate team members in building trust and credibility with clients and intermediaries through mentorship.
• Stress Team Goals: Emphasize the significance of team goals and objectives, encouraging all team members to work together towards shared accomplishments.
• Foster a culture of collaboration by partnering with support groups at Citi Private Bank to collectively address challenges and find ways to resolve them.
• Adhering to regulatory obligations and standards is essential for Citi to minimize liabilities and ensure legal compliance.
• Acknowledging Risks: Recognize and communicate the potential hazards linked to various investment tactics.
• Operational Excellence: Maintain the effectiveness of operational services while enforcing sturdy internal checks.
• Dedicated to advocating for clients to ensure the smooth implementation of Citi’s internal processes and services.
• Effective Escalation Management involves identifying critical issues and escalating them promptly for expedited resolution.
• Abiding by ethical standards entails using appropriate ethical judgment in business decisions, ensuring adherence to laws and policies, and handling control issues transparently.
• Stay updated on the dynamic nature of the financial industry, market conditions, and new product releases by actively pursuing continuous learning opportunities.

Executive Wealth Advisor Position Qualifications:

• Having garnered 15+ years of experience in Private Banking, my area of expertise revolves around the UHNW market. Known for my prowess in relationship-driven sales strategies and overseeing client teams.
• Extensive familiarity with Citi Private Bank’s banking products, systems, platforms, and tools.
• Demonstrated leadership involves skillfully guiding client teams and managing transactions proficiently.

Equal Opportunity Employer:

Citi follows non-discriminatory practices when hiring, ensuring that all candidates are given equal consideration regardless of characteristics such as race, religion, or disability status.

For individuals with disabilities who require reasonable accommodations to access our search tools or apply for a job, please refer to the information on Accessibility at Citi.

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