Wealth Relationship Manager
1 day ago
We are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial planning and wealth management solutions.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with affluent clients, understanding their financial goals and objectives, and providing them with personalized advice and guidance.
- Financial Planning: Create comprehensive financial plans for clients, taking into account their investment goals, risk tolerance, and time horizon.
- Wealth Management: Offer a range of wealth management solutions to clients, including investment management, retirement planning, and estate planning.
- Referral and Acquisition: Identify and pursue new business opportunities, referring clients to other Citigroup products and services as needed.
- Compliance and Risk Management: Ensure that all client interactions and transactions are in compliance with relevant laws and regulations, and that all risk management procedures are followed.
- Education: Bachelor's degree or equivalent experience.
- Experience: 5-8 years of experience in financial planning, wealth management, or a related field.
- Skills: Strong analytical and financial skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
- Certifications: FINRA series 6, 63, and 65, and insurance group 1 required.
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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