Wealth Relationship Manager

1 week ago


Darien, Illinois, United States Citigroup Inc Full time
Job Summary

We are seeking a seasoned Wealth Relationship Manager to join our team at Citigroup Inc. This role requires a seasoned professional with in-depth disciplinary knowledge and expertise in financial planning and wealth management.

Key Responsibilities
  • Identify and build relationships with affluent and High Net Worth clients to gain incremental wallet share through financial planning and discovery skills.
  • Anticipate and understand clients' complex financial needs and offer solutions through a range of products and services.
  • Work with product specialists to recognize and understand clients' banking, credit, and investment needs and goals.
  • Provide regular value-added engagement with clients through face-to-face meetings, consistent communication, and access to seminars.
  • Master referral opportunities to grow portfolio and proactively source, acquire, and expand high-value customer relationships.
  • Refer opportunities to segment partners and organize client events to enhance client bonding.
  • Acquire new clients through converting referral leads and manage client follow-up while adhering to regulatory and compliance procedures.
  • Ensure strict adherence to KYC/AML and other compliance norms and partner with branch team members to ensure a positive in-branch experience.
  • Assess risk when making business decisions and demonstrate consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
Requirements
  • 5-8 years of experience in financial planning and wealth management.
  • Strong analytical and financial skills, with knowledge of Microsoft Office and experience using financial planning software.
  • Strong verbal and written communication skills, with the ability to work without direction and be a self-starter.
  • US: Current Registration for FINRA series 6, 63, and 65 are required for the role, with Series 7 and 66 or equivalent encouraged to apply.
  • Insurance group 1 required, with 120 days to obtain if not already held.
  • This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.
Education
  • Bachelor's/University degree or equivalent experience.


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