Talent.com
For additional information, please reviewCiti's Privacy Policy.

For additional information, please reviewCiti's Privacy Policy.

CitigroupMountain View, CA, US
8 hours ago
Job type
  • Full-time
Job description

Financial Advisor

The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function / job family.

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.

Qualifications

  • 6-10 years of experience
  • NYSE Series 7 and 66 licenses and additional licensing as needed
  • Proficient in software applications (ex. Microsoft Word, Excel.
  • Knowledge of Bloomberg a definite asset
  • Ability to communicate with co-workers and clients.
  • Excellent written and communication skills.
  • Strong financial background
  • Education

  • Bachelor's / University degree, Master's degree preferred
  • In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

    Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

    Create a job alert for this search

    Information Privacy • Mountain View, CA, US

    Related jobs
    • Promoted
    Legal Specialist - Privacy

    Legal Specialist - Privacy

    WaymoMountain View, CA, United States
    Full-time
    Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver.Since its start as the Google Self-Driving Car Project in 2009, Waymo has focused on buildin...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Senior Product Realization Team (PRT) Leader - Active Security Clearance Required

    Senior Product Realization Team (PRT) Leader - Active Security Clearance Required

    LLNLLivermore, CA, US
    Full-time
    Join us and make YOUR mark on the World!.Are you interested in joining some of the brightest talent in the world to strengthen the United States’ security? Come join Lawrence Livermore Nation...Show moreLast updated: 22 hours ago
    • Promoted
    Deputy General Counsel, Global Privacy

    Deputy General Counsel, Global Privacy

    ToolsforhumanitySan Francisco, CA, United States
    Full-time
    World is a network of real humans, built on privacy-preserving proof-of-human technology, and powered by a globally inclusive financial network that enables the free flow of digital assets for all....Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Regulatory Affairs Associate (San Mateo County)

    Regulatory Affairs Associate (San Mateo County)

    EPM ScientificSan Mateo County, CA, US
    Part-time
    Associate / Senior Associate, Regulatory Affairs.San Carlos, CA (Hybrid options available).Clinical-stage Biopharmaceuticals. A leading clinical-stage biopharmaceutical company is seeking a talented A...Show moreLast updated: 9 hours ago
    • Promoted
    Deputy General Counsel, Global Privacy

    Deputy General Counsel, Global Privacy

    KubeltSan Francisco, CA, United States
    Full-time
    World is a network of real humans, built on privacy-preserving proof-of-human technology, and powered by a globally inclusive financial network that enables the free flow of digital assets for all....Show moreLast updated: 30+ days ago
    • Promoted
    Privacy and Cybersecurity Associate

    Privacy and Cybersecurity Associate

    Vanguard-IPSan Francisco, CA, United States
    Full-time
    Vanguard-IP specializes in the placement of IP / Patent professionals nationwide.Our focus provides us with a deeper knowledge of our clients’ needs, and our candidates’ individual talents and career...Show moreLast updated: 30+ days ago
    Compliance Program Manager - Content Regulation and Privacy

    Compliance Program Manager - Content Regulation and Privacy

    MediabistroSan Francisco, CA, United States
    Full-time
    Governance, Risk, and Compliance (GRC) is at the foundation of OpenAI's mission to ensure that artificial general intelligence benefits all of humanity. The GRC team provides compliance assurances a...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Director, Privacy Product Marketing

    Director, Privacy Product Marketing

    OnetrustSan Francisco, CA, United States
    Full-time
    OneTrust’s mission is to enable organizations to use data and AI responsibly.Our platform simplifies the collection of data with consent and preferences, automates the governance of data with integ...Show moreLast updated: 18 hours ago
    • Promoted
    Americas Team Lead, Compliance - Acquiring & Card Scheme

    Americas Team Lead, Compliance - Acquiring & Card Scheme

    AdyenSan Francisco, CA, United States
    Full-time
    We took an unobvious approach to starting a payments company, building a platform from scratch.Today, we're the payments platform of choice for the world's brightest companies.Our unobvious approac...Show moreLast updated: 21 days ago
    • Promoted
    • New!
    Co-Founder & CTO (Santa Clara)

    Co-Founder & CTO (Santa Clara)

    WardlySanta Clara, CA, US
    Part-time
    Repeat founder (Stanford alum, prior VC-backed ventures) building a.Were working closely with domain experts and clinicians to launch our MVP. Fractional CTOs, IT consulting, Product development or ...Show moreLast updated: 9 hours ago
    • Promoted
    Senior Manager, Privacy & Data Protection

    Senior Manager, Privacy & Data Protection

    LinktreeSan Francisco, CA, United States
    Full-time
    Linktree empowers anyone to curate, grow, and monetize their digital universe.Hundreds of millions of users around the world rely on Linktree to connect with their audiences and communities in mean...Show moreLast updated: 7 days ago
    • Promoted
    Americas Lead, Compliance - Acquiring & Card Networks

    Americas Lead, Compliance - Acquiring & Card Networks

    AdyenSan Francisco, CA, United States
    Full-time
    We took an unobvious approach to starting a payments company, building a platform from scratch.Today, we're the payments platform of choice for the world's brightest companies.Our unobvious approac...Show moreLast updated: 21 days ago
    • Promoted
    • New!
    VP / Head of Regulatory Affairs (San Mateo County)

    VP / Head of Regulatory Affairs (San Mateo County)

    EPM ScientificSan Mateo County, CA, US
    Part-time
    A privately held, clinical-stage biotechnology company is seeking a Vice President / Head of Regulatory Affairs to join its leadership team. This role will be pivotal in shaping and executing global...Show moreLast updated: 9 hours ago
    • Promoted
    • New!
    Co-Founder & CTO (Hayward)

    Co-Founder & CTO (Hayward)

    WardlyHayward, CA, US
    Part-time
    Repeat founder (Stanford alum, prior VC-backed ventures) building a.Were working closely with domain experts and clinicians to launch our MVP. Fractional CTOs, IT consulting, Product development or ...Show moreLast updated: 9 hours ago
    • Promoted
    Co-Founder & CTO

    Co-Founder & CTO

    WardlyHayward, CA, US
    Full-time
    Repeat founder (Stanford alum, prior VC-backed ventures) building a.We’re working closely with domain experts and clinicians to launch our MVP. Fractional CTOs, IT consulting, Product developm...Show moreLast updated: 4 days ago
    • Promoted
    Director, Intellectual Property Law Santa Clara,CA Legal Posted 21 hours ago

    Director, Intellectual Property Law Santa Clara,CA Legal Posted 21 hours ago

    NutanixSanta Clara, CA, United States
    Full-time
    Director, Intellectual Property LawSanta Clara,CA • •Who We Are • •Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display ...Show moreLast updated: 4 days ago
    • Promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitWatsonville, CA, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 13 days ago
    • Promoted
    Executive Customer Advisory Board Member (Global Stablecoin Policy)

    Executive Customer Advisory Board Member (Global Stablecoin Policy)

    Settl XSan Francisco, CA, United States
    Full-time
    Executive Customer Advisory Board Member (Global Stablecoin Policy).Strategic Customer Advisory Board (CAB) — Settl X.Ship “programmable compliance” for stablecoin cross-border payments—turning san...Show moreLast updated: 1 day ago
    • Promoted
    Cyber, Privacy, and Data Innovation Litigation Associate #19726

    Cyber, Privacy, and Data Innovation Litigation Associate #19726

    Vanguard-IPSan Francisco, CA, United States
    Full-time
    AmLaw 100 Firm with Cravath level compensation.Fortune Magazine : "100 Best Companies to Work At.The firm ranks highly for a Positive Culture and Associate Satisfaction. Outstanding programs for Form...Show moreLast updated: 30+ days ago
    • Promoted
    Director & Associate General Counsel, Privacy & Product

    Director & Associate General Counsel, Privacy & Product

    The Trade DeskSan Jose, CA, United States
    Full-time
    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world.With a media buying platform that helps brands deliver a more insightful and relevant ad ...Show moreLast updated: 30+ days ago