The Financial Advisor is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base inThe United States.
• Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends/activities and advise the effects on the investors' portfolios
• Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
• 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:

• 2-5 years relevant experience
• FINRA Series 7 and 66 licenses and additional licensing as needed
• Proficient in software applications (ex. Microsoft Word, Excel.
• Knowledge of Bloomberg a definite asset
• Able to work without direction.
• Ability to communicate with co-workers and clients.
• Excellent written and communication skills.
• Strong financial background

Education:

• Bachelor's/University degree or equivalent experience

• Partner in team with a Relationship Manager to manage a portfolio of assigned investment / Banking accounts.
• Achieve monthly, quarterly, and annual performance goals (Gross Revenues, ROA, Balance growth, Qualified Acquisitions, NNM, other).
• Work with assigned RM to achieve their respective monthly, quarterly, and annual performance goals and scorecard.
• Execute trade orders and review for accuracy and correct completion.
• Prepare and process trade corrections, maintain necessary records for compliance as necessary.
• Perform periodic account/portfolio reviews to ensure suitability with customer objectives and compliance with RDIP policies. Maintain and update all accounts to ensure compliance with all CPII and corporate policies.
• Work with assigned RM and support structure to assist in reaching banking goals and offering of all IPB wealth management solutions to customers.
• Bilingual in Spanish and/or Portuguese

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

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Time Type :Full time

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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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