• Senior Wealth Advisor Santiago
  • Citigroup in Santiago, , Chile
  • jobs
  • 1 month ago

jobs description

We are looking for an experienced and highly motivated Senior Wealth Advisor to join our team at Citigroup. In this role, you will be responsible for providing personalized wealth planning, financial counseling, and investment advice to our clients. You will have the opportunity to advise clients on a range of complex financial topics, including retirement planning, estate planning, and investment advice.To succeed in this position, you will need to have at least five years of experience in a wealth management or financial services role. You should be highly organized, have strong interpersonal skills, and have the ability to manage multiple projects and clients. A bachelor's degree in finance, accounting, economics, or a related field is also strongly preferred. Our ideal candidate is a self-starter who is comfortable working independently and has the desire to build relationships with our clients.

Provide personalized wealth planning, financial counseling, and... investment advice to clients.
Advise clients on retirement planning, estate planning, and other complex financial topics.
Manage multiple projects and clients.
Maintain a high level of organization.
Develop and maintain relationships with clients.
Ensure compliance with industry regulations and Citigroup policies.
Stay current on industry trends and developments.
Prepare reports and presentations as needed.
Provide guidance and support to junior wealth advisors.

Citigroup is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics
Santiago Chile


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