Wealth Relationship Manager

10 hours ago


La Canada Flintridge, 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 analytical mind, excellent communication skills, and a passion for delivering exceptional client experiences.

Key Responsibilities
  • Build and Deepen Relationships: Identify, build, and deepen relationships with affluent and high net worth clients to gain incremental wallet share.
  • Anticipate Client Needs: Anticipate the complex financial needs of clients and offer solutions through a wide range of products, services, and tools.
  • Provide Holistic Financial Solutions: With the support of product specialists, intuitively recognize and understand a client's banking, credit, and investment needs and goals to provide holistic financial solutions.
  • Deliver Exceptional Client Experiences: Provide regular value-added engagement with clients, including high-touch, face-to-face meetings, consistent communication, and access to seminars.
  • Grow Portfolio: Master referral opportunities to grow the portfolio and proactively source, acquire, and expand high-value customer relationships.
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 a competitive salary, discretionary and formulaic incentive and retention awards, and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.



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