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Senior Financial Planning Manager
2 months ago
We are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Citigroup Inc. This is a senior-level role that requires a deep understanding of financial planning and wealth management principles.
Key Responsibilities- Develop and implement comprehensive financial plans for high net worth clients, taking into account their financial goals, risk tolerance, and investment objectives.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
- Collaborate with cross-functional teams, including product specialists and relationship managers, to provide holistic financial solutions to clients.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
- Manage and grow a portfolio of high-value client relationships, identifying opportunities to increase revenue and expand the client base.
- 5-8 years of experience in financial planning and wealth management, with a strong track record of success.
- Strong analytical and financial skills, with the ability to interpret complex financial data and develop effective solutions.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Knowledge of financial planning software and tools, including Microsoft Office and NaviPlan Select.
- Basic understanding of investment and financial planning strategies, with a strong commitment to ongoing professional development.
We offer a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), and life insurance. We also offer opportunities for professional growth and development, including training and mentorship programs.
