Strategic Client Acquisition Professional

3 weeks ago


Encinitas, California, United States Citigroup Inc Full time

Join Citigroup Inc's team of experienced professionals in wealth management and help us deliver exceptional services to our clients. As a Strategic Client Acquisition Professional, you will be responsible for identifying and acquiring new high-value clients and deepening existing relationships.

Responsibilities:
  1. Develop and execute targeted marketing strategies to attract new clients.
  2. Build and maintain relationships with existing clients through regular communication and personalized service.
  3. Collaborate with internal stakeholders to ensure seamless delivery of products and services that meet clients' expectations.
  4. Evaluate clients' financial situations and recommend suitable investment strategies to achieve their goals.
  5. Stay up-to-date with industry trends and regulatory requirements to provide informed advice to clients.
Requirements:
  • 5-8 years of experience in wealth management or related field.
  • Strong analytical and financial skills.
  • Exceptional communication and interpersonal skills.
  • Ability to work independently and as part of a team.
Compensation:
  • Estimated salary range: $83,920 - $125,880 per year.
  • Comprehensive benefits package, including medical, dental, and vision coverage.
  • Opportunities for professional growth and development.


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