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Strategic Wealth Partner
3 weeks ago
Wealth Management Expertise
The role emphasizes strategic partnership with high-net-worth individuals to deliver comprehensive guidance and bespoke financial solutions.
Serving as a trusted advisor, you will proactively anticipate client needs and craft personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.
This client-centric approach empowers clients to achieve their financial aspirations, while contributing to the growth of the Citi Wealth franchise.
As a key relationship builder, you will act as the central point of contact and collaborate with internal specialists to provide a holistic client experience.
You will be responsible for wealth preservation, growth, and intergenerational wealth.
Key Responsibilities:- Deliver comprehensive wealth management guidance and bespoke financial solutions.
- Anticipate and meet client needs through proactive communication and tailored strategies.
- Build long-term relationships with high-net-worth individuals and families.
- Collaborate with internal specialists to provide a holistic client experience.
We seek an experienced professional who is passionate about delivering exceptional client service and has a proven track record of success in wealth management.
The ideal candidate will possess strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work effectively in a fast-paced environment.
