Job Description: The Wealth Relationship Advisor SAFE Act 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. Job Responsibilities: Master referral opportunities to grow portfolio. Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills 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. Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research. Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Job Requirements: Experience in a proactive, successful sales and service role in the financial services industry Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred 5-8 years of experience Strong verbal and written communication skills Strong analytical and financial skills Organized with strong attention to detail Job Details: Company: Citi Vacancy Type: Full Time Job Location: Los Angeles, CA, US Application Deadline: N/A Apply Here careers-trivia.com
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