Senior Wealth Advisor

Citigroup is looking for an experienced and highly skilled Senior Wealth Advisor to join our team. Our ideal candidate has a passion for providing financial advice and excellent customer service to our clients while continuously looking for new and innovative ways to meet their needs. The Senior Wealth Advisor will provide comprehensive financial planning services to our clients and be an integral part of the Citigroup team.To be considered for this position, you must have at least five years of experience in the financial services industry, preferably with a focus on wealth management. You must have a bachelor’s degree in finance, accounting, economics, or a related field, as well as a CFP® certification or other relevant professional certification. The ability to work independently as well as collaboratively, excellent communication skills, and a strong attention to detail are also essential. Most importantly, you must be passionate about helping our clients achieve their financial goals.If you have a proven track record of success and believe you have the necessary qualifications, we invite you to apply for our Senior Wealth Advisor position.

Responsibilities:

1. Provide comprehensive financial planning services to clients.
2. Proactively look for new and innovative ways to meet clients’ needs.
3. Manage client relationships and ensure excellent customer service.
4. Educate clients on financial products and services.
5. Develop and execute financial strategies to help clients reach their goals.
6. Monitor the financial markets and analyze investments.
7. Provide regular financial advice and portfolio reviews.
8. Maintain up-to-date knowledge in financial services and regulations.
9. Ensure compliance with all applicable laws and regulations.
10. Work independently and collaboratively with other team members.

According to JobzMall, the average salary range for a Senior Wealth Advisor in Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia is MYR 72,000 to MYR 150,000 per year. This range may vary depending on experience, qualifications, location, and other factors.

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.