Wealth Relationship Manager

3 weeks ago

San Francisco, United States Citi Full time

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.


Responsibilities:
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
  • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
  • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
  • Master referral opportunities to grow portfolio.
  • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
  • Organize client events to enhance client bonding.
  • Acquire new clients through converting referral leads.
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
  • 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:
  • 5-8 years of experience.
  • Bilingual in Cantonese/Mandarin.
  • Strong analytical and financial skills.
  • Strong verbal and written communication skills.
  • Organized with strong attention to detail.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred.
  • Basic understanding of investment and financial planning strategies preferred.
  • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
  • US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply.
  • Insurance group 1 required; will give 120 days to obtain if not already held.
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education:
  • Bachelor's/University degree or equivalent experience.
#J-18808-Ljbffr

  • Private Wealth Relationship Manager

    1 week ago

    San Francisco, United States Bank of America Full time

    Private Wealth Relationship ManagerSan Francisco, CaliforniaJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education,...

  • Wealth Strategist, Relationship Manager

    4 weeks ago

    San Francisco, California, United States BNY Mellon Full time

    Welcome to BNY Mellon, a leading global financial services company at the center of the world's financial system. As a values-driven organization, we empower our colleagues to grow and succeed in a culture that is inclusive, innovative, and empowering.Our Wealth Management team is dedicated to helping successful individuals and their families build, manage,...

  • Wealth Relationship Manager

    4 weeks ago

    San Francisco, California, United States Citi Full time

    Job SummaryThe Wealth Relationship Manager is a seasoned professional role at Citi. This position requires a deep understanding of financial planning and excellent relationship-building skills to identify, build, and deepen relationships with affluent and high net worth clients.Key ResponsibilitiesAnticipate complex financial needs of clients and offer...

  • Director, Wealth Manager

    1 month ago

    San Francisco, United States BNY Mellon Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Wealth Management Director

    1 month ago

    San Francisco, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic business plans to drive growth and revenue.Key ResponsibilitiesDevelop and execute business development...

  • Senior Wealth Manager

    1 month ago

    san francisco, United States Leah Yosef International Full time

    OverviewTop Tier National Registered Investment Advisor is seeking a Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from the custodial referral channels. Join the fastest growing region of one of the fastest growing RIAs in the Country.Not a commissioned sales role. No portable book of...

  • Wealth Manager

    3 weeks ago

    san francisco, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Wealth Manager

    1 month ago

    san francisco, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Wealth Manager

    2 weeks ago

    San Francisco, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Wealth Manager

    2 weeks ago

    san francisco, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Wealth Manager

    2 months ago

    San Francisco, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Wealth Manager

    2 weeks ago

    san francisco, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Financial Wealth Management

    2 months ago

    San Bernardino County, United States Ironclad Wealth Partners Full time

    About Us: We are dedicated to helping individuals families and businesses achieve financial security through education and tailored strategies. Our mission includes building wealth creating a movement of financial professionals and turning that wealth into positive impact. We are committed to mentoring future leaders in the financial industry and...

  • Wealth Advisor, Schwab Wealth Advisory

    1 month ago

    San Francisco, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Senior Wealth Planner

    3 weeks ago

    San Francisco, United States HSBC Full time

    Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world –...

  • Associate Wealth Advisor

    4 weeks ago

    San Antonio, United States Corient Private Wealth LLC Full time

    Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

  • Senior Wealth Advisor

    4 weeks ago

    San Francisco, California, United States Citi Full time

    Citi Global Wealth is a leading provider of wealth management services, offering a comprehensive range of financial solutions to ultra-high-net-worth individuals and family offices. As a Senior Wealth Advisor, you will play a key role in delivering exceptional client experiences and building long-term relationships with our affluent and high-net-worth...

  • Tax Director at Wealth Management Firm

    1 week ago

    san francisco, United States Robert Half Full time

    DescriptionPlease contact Michelle Espejo via LinkedIn or Emailfor fastest consideration for this opportunity.Our client, a leading private investment firm managing over $50 billion in assets, specializes in exclusive family office services and personalized wealth management solutions. This position offers a hybrid work schedule and a competitive...

  • Senior Wealth Advisor

    3 weeks ago

    San Francisco, United States Comerica Full time

    Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business and being accountable for the success of the client relationship. What we can offer...

  • Senior Wealth Advisor

    2 weeks ago

    San Francisco, United States Support.com Full time

    Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business and being accountable for the success of the client relationship.What we can offer youComerica...