Senior Portfolio Advisor Job at Citi (Hong Kong)

Senior Wealth Advisor

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on cl...

Location

United States , Miami

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

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) licenses
Group 1 insurance

Job Responsibility

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

What we offer

Medical, dental & vision coverage
401(k)
Life, accident & disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays.

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...

Location

United States , Greenburgh

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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) licenses
Group 1 insurance

Job Responsibility

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

What we offer

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. This p...

Location

United States , Brooklyn

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

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) licenses
Group 1 insurance

Job Responsibility

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

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...

Location

United States , Paramus

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience serving in a financial advisory capacity
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) licenses
Group 1 Insurance License.

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in Citi Personal Wealth Management 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 and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to 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 strict adherence to KYC/AML and other compliance norms
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...

Location

United States , Staten Island

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience serving in a financial advisory capacity
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) licenses
group 1 Insurance License

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in Citi Personal Wealth Management 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 and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to 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 strict adherence to KYC/AML and other compliance norms
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Associate Wealth Advisor

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is...

Location

United States , St. Louis

Salary:

70000.00 - 80000.00 USD / Year

Anders Minkler Huber & Helm LLP

Expiration Date

Until further notice

Requirements

Bachelor’s degree
2+ years of financial services experience
Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
A clean U4
Excellent written and verbal communication skills
Expert attention to detail
Strong organizational and time-management skills
Ability to work independently or as a team
Knowledge of financial industry, financial products, and financial planning concepts
Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs

Job Responsibility

Manage and execute both direct portfolio trading and indirect third-party portfolio trading
Develop and implement new client portfolios, assisting Senior Advisors where necessary
Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution
Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice
Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation
Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives
Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon
Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies
Develops mastery of Claris Advisors investment philosophy
Mastery of technology stack offered, including CRM system and custodian websites

What we offer

Professional development opportunities
Benefits that directly impact mental, physical and financial wellness
Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer

Fulltime