Wealth Relationship Manager

1 week ago

Washington DC USA, United States Citigroup Inc Full time
Job Summary

The Wealth Relationship Manager SAFE Act is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in financial planning and wealth management. The ideal candidate will have a strong analytical and financial skills, with the ability to evaluate moderately complex and variable issues with substantial potential impact.

Key Responsibilities:

  • Build and deepen relationships with affluent and High Net Worth clients to gain incremental wallet share through financial planning and excellent discovery and profiling skills.
  • Anticipate complex financial needs of clients and offer solutions through a wide range of products, services, and tools based on client profiling.
  • Provide regular value-added engagement with clients, including high-touch, face-to-face meetings, consistent communication, and access to seminars.
  • Master referral opportunities to grow portfolio and proactively source, acquire, and expand high-value customer relationships.
  • Refer opportunities to segment partners where appropriate and organize client events to enhance client bonding.
  • Acquire new clients through converting referral leads and manage client follow-up, adhering to all Regulatory and Compliance operating procedures.
  • Ensure that KYC/AML and other compliance norms are strictly adhered to and 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.

Qualifications:

  • 5-8 years of experience in financial planning and wealth management.
  • Strong analytical and financial skills, with the ability to evaluate moderately complex and variable issues.
  • Strong verbal and written communication skills, with the ability to provide regular value-added engagement with clients.
  • Organized with strong attention to detail, with the ability to manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
  • 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 goal-oriented team player able to work without direction.
  • US: Current Registration for FINRA Series 7 and 66 are required for the role. Individuals with Series 6, 63, and 65 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.

Education:

  • Bachelor's/University degree or equivalent experience.

Job Family Group: Private Client Coverage

Job Family: Financial Planning Services

Time Type: Full time

Primary Location: Washington District Of Columbia United States

Primary Location Full Time Salary Range: $83, $125,880.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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