• Competitive
  • Melbourne, Victoria, Australia
  • Permanent, Full time
  • Citi Australia
  • 20 Mar 18

Wealth Specialist

Wealth Specialist

  • Primary Location: Australia,Victoria,Melbourne
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17079660


Strategic Intent:
  • Citibank is seeking a Wealth Specialist/Senior Financial Planner to provide subject matter expertise in financial planning to your high net worth clients. The purpose of the role is to meet and exceed individual business targets relating to client's wealth needs encompassing advice, investments, superannuation and insurance. The roll will specialize in providing financial advice in respect of the client's core investment portfolio, superannuation and pension strategies, and wealth protection strategies

Strategic Input:
  • Ensure that the advice delivery process is efficient and effective for High net worth clients
  • Work with key stakeholders including product management, investment specialists and Wealth Management network to provide relevant input into wealth offering
  • Assist in building out advice documentation for personal and general advice process.
  • Be abreast with the latest advisory tools and technology
Key Accountabilities:
  • Contribute to Bank's EBIT Target while maintaining high client satisfaction rating through remarkable service
  • Meet and exceed team/regional business targets under the direction of Head of Advice and Area managers
  • Build a strong, collaborative working relationship with key internal stakeholders such as Area Managers, Citigold Executives, Relationship Managers Mortgage Specialists, Product teams, Region, and Compliance and Legal
  • Ensure that the advice delivery process is efficient and effective


  • Degree qualified
  • Advanced Diploma of Financial Planning is essential
  • RG 146 qualified
  • CFP desirable
  • Post graduate studies in finance related discipline is Essential
  • Minimum 8 years' financial services industry experience
  • Experience in financial planning and process improvement in complex advice environment
  • Have experience in working under pressure
  • Good understanding of industry legislative and compliance regime around advice in the local Australian market is essential
  • Proven relationship management and coaching skills
  • Strong communication and presentation skills
Personal Attributes:
  • Highly customer focused
  • Highly numerate
  • Highly motivated and result driven
  • Ability to work to deadlines
  • Strong strategic thinking ability
  • Demonstrate drive and commitment to delivery innovative solutions
  • High level of interpersonal, problem solving and influencing skills
  • Must be able to communicate technical or complex concepts to broader audience
  • Ability to work with colleagues in order to influence behaviour and results
  • Must be able to work autonomously and operate cohesively in a team environment
Melbourne, Victoria, Australia Melbourne Victoria AU