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Citi · 6 hours ago

Senior Wealth Advisor

San Francisco, CA

Full-time

Onsite

Senior Level

$70K/yr - $200K/yr

6+ years exp

Citi is a leading global bank that provides various financial services. They are seeking a Senior Wealth Advisor to provide financial and investment services to an Ultra high Net Worth client base, manage accounts, conduct market analyses, and develop financial strategies in collaboration with Private Bankers.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the 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

Qualification

NYSE Series 7 licenseNYSE Series 66 licenseFinancial analysisBloomberg knowledgeFinancial backgroundSoftware proficiencyCommunication skillsWritten skills

Required

6-10 years of experience

NYSE Series 7 and 66 licenses and additional licensing as needed

Proficient in software applications (ex. Microsoft Word, Excel)

Ability to communicate with co-workers and clients

Excellent written and communication skills

Strong financial background

Bachelor's/University degree

Preferred

Master's degree preferred

Knowledge of Bloomberg a definite asset

Benefits

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

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)