Wilson Yi
Sales Support Specialist II @ First Citizens Bank | Wealth Management, High Net Worth Individuals
- Role
- Sales Support Specialist Ii at First Citizens Bank
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Wilson Yi
First Citizens Bank benefits from over two years of expertise in wealth management and client service. Current responsibilities include supporting high-net-worth individuals with tailored financial strategies, leveraging analytical skills to align solutions with their unique goals. The role also emphasizes fostering long-term relationships to ensure client satisfaction and trust. Previous experience at Wilmington Trust and CAPTRUST refined core competencies in relationship management and high-net-worth client servicing. These roles contributed to a mission-driven approach, focused on empowering clients with strategic wealth solutions and upholding a commitment to collaboration and excellence in financial services.
Experience
Sales Support Specialist Ii
Jun 2025 — Present · Boston, MA, US
Education
Northeastern University
Bachelor of Science in Business Administration
1990 — 1995
Boston Latin School
College Preparatory Program
1986 — 1990
Skills
- Residential Homes
- Intergenerational Wealth Transfer
- Finance
- Relocation
- Estate Tax Planning
- High Net Worth Individuals
- Multi-Generational Planning
- Personal Tax Planning
- Series 65
- Investment Properties
- 401k Rollovers
- Luxury
- Real Estate
- Condos
- Investment Strategies
- Alternative Investments
- Selling
- Property
- First Time Home Buyers
- Wealth Preservation Planning
- Wealth Management
- Financial Transactions
- New Home Sales
- Retirement Benefits
- Retirement Planning
- Income Tax
- Investors
- Investment Advisory
- Buyers
- Tax Returns
- Financial Markets
- Wealth Management Services
- Wealth Accumulation Strategies
- Listings
- Inheritance Tax Planning
- Real Estate Financing
- Wealth Accumulation
- Family Office
- Multi-Generational Wealth Transfer
- Strategic Financial Planning
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