Wealth Relationship Manager
4 weeks ago
We are seeking a highly skilled and experienced 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, as well as excellent communication and relationship-building skills.
Key Responsibilities- Identify and build relationships with affluent and high net worth clients to provide personalized financial planning and wealth management services.
- Develop and implement comprehensive financial plans that meet the unique needs and goals of each client.
- Provide ongoing support and guidance to clients to help them achieve their financial objectives.
- Collaborate with internal teams to ensure seamless delivery of financial services and products.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices.
- 5-8 years of experience in financial planning and wealth management.
- Bilingual in Cantonese/Mandarin.
- Strong analytical and financial skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Current registration for FINRA series 6, 63, and 65.
- Insurance group 1 required.
- Basic understanding of investment and financial planning strategies.
Citigroup Inc. offers a competitive salary and benefits package, 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.
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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Wealth Relationship Manager
4 weeks ago
Diamond Bar, California, United States Citigroup Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Relationship Manager to join our team at Citigroup Inc. This is a senior-level role that requires a deep understanding of financial planning and relationship management.Key ResponsibilitiesIdentify and build relationships with affluent and high net worth clients to increase wallet...
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Telecom Relationship Manager
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