Citigroup Jobs – Digital Wealth Advisor

Website Citi

Job Description:

The Citi Advisor is an investment licensed, client-facing role, responsible for supporting clients who engage with our Digital and National Investor Center (NIC) self-directed investment programs. These fully licensed individuals are tasked with providing best in class advice, guidance and service for this client group in a way that promotes deepening relationships and promoting high client satisfaction.

Job Responsibilities:

  • Anticipate the complex financial needs of the client base, and offer solutions through a wide range of products, services and tools based on client profiling and suitability assessments
  • Provide exceptional support and issue resolution for digital and self-directed NIC Clients, assuming end-to-end ownership for client needs
  • Build and maintains relationships with clients, Wealth Teams, Wealth Advisors, and support teams in support of new business, retention, client satisfaction goals, and resolution of client issues
  • Assist with the onboarding and account opening for new clients
  • Introduce clients to segment partners where appropriate (including but not limited to Citigold Advisors, Citi Priority Advisors, Relationship Managers, and Banking partners
  • Leverage business knowledge to determine prudent and appropriate solutions to meet client’s needs by educating client on Citi Personal Wealth Management products and services.
  • Understand and be able to describe the Value Proposition for the various Digital and self-directed programs available
  • Identify clients appropriate for Citi Wealth Builder consideration, and proactively contacts clients who have started process to discuss client needs and benefits of moving forward

Job Requirements:

  • Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area
  • Preferred experience and knowledge across multiple functions, to include Banking, Cards, Mortgage, etc.
  • Ability to utilize a large number of Bank systems at the highest level of entitlement
  • Capable of working independently within established procedures and make decisions without manager approval; must also be a strong team player
  • Exceptional ability to find creative solutions for issue resolution
  • Insurance license preferred
  • Open to receiving continuous feedback in relation to client programs and initiatives
  • Ability to support a diverse array of products, financial planning and services
  • Bachelor degree or 5 years of role related experience
  • Experience and knowledge of investment and banking products, as well as superior networking and soft skills
  • Series 7 & 66 (or 63 & 65) Licenses required
  • Strong desire to create high client experience with every client
  • Excellent interpersonal, written and oral communication skills

Job Details:

Company: Citi

Vacancy Type: Full Time

Job Location: San Antonio, TX, US

Application Deadline: N/A

Apply Here

 Report Job