Wealth Relationship Manager

2 weeks ago


Bronxville, New York, United States Citigroup Inc Full time
Job Summary

Citigroup Inc. is seeking a highly skilled Wealth Relationship Manager to join our team. 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 personalized financial planning and investment advice, and identifying opportunities to grow our business.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide ongoing investment advice and portfolio management services to clients, ensuring that their investments are aligned with their financial goals and risk tolerance.
  • Identify and pursue new business opportunities, including referrals and introductions to new clients.
  • Collaborate with internal teams, including product specialists and relationship managers, to provide holistic financial solutions to clients.
  • Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact our clients' financial well-being.
Requirements
  • 5-8 years of experience in financial services, with a focus on wealth management or private banking.
  • Strong analytical and financial skills, with the ability to interpret complex financial data and provide actionable recommendations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Knowledge of financial planning software and tools, including NaviPlan Select or similar platforms.
  • Series 6, 63, and 65 licenses, or equivalent, required.
What We Offer

Citigroup Inc. offers a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off. We also offer opportunities for professional growth and development, including training and mentorship programs.



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