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Wealth Relationship Manager

1 month ago

Fountain Valley, California, United States Citigroup Inc Full time
Job Summary

We are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. This is a challenging and rewarding role that requires a strong understanding of financial planning and wealth management principles.

Key Responsibilities
  • Build and Maintain Relationships: Identify, build, and deepen relationships with affluent and high net worth clients to gain incremental wallet share.
  • Financial Planning and Wealth Management: Anticipate complex financial needs of clients and offer solutions through a wide range of products, services, and tools based on client profiling.
  • Client Engagement: Provide regular value-added engagement with clients, including high-touch, face-to-face meetings, consistent communication, and access to seminars.
  • Referral Opportunities: Master referral opportunities to grow portfolio and proactively source, acquire, and expand high-value customer relationships.
  • Client Events: Organize client events to enhance client bonding and acquire new clients through converting referral leads.
  • Compliance and Risk Management: Ensure that KYC/AML and other compliance norms are strictly adhered to and partner with all roles on the branch team to ensure all clients have a positive in-branch experience.
Requirements
  • Experience: 5-8 years of experience in financial planning and wealth management.
  • Skills: Strong analytical and financial skills, strong verbal and written communication skills, organized with strong attention to detail, and knowledge of Microsoft Office and financial planning software.
  • Education: Bachelor's/University degree or equivalent experience.
What We Offer

Citi offers competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. We also offer paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.