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Wealth Relationship Manager

1 month ago

Washington DC USA, United States Citigroup Inc Full time
Job Summary

The Wealth Relationship Manager SAFE Act is a senior-level professional role that requires a deep understanding of financial planning and relationship management. As a key member of the Citigroup Inc team, you will be responsible for building and maintaining strong relationships with affluent and high-net-worth clients, providing them with tailored financial solutions and exceptional customer service.

Key Responsibilities
  • Client Relationship Management: Identify, build, and deepen relationships with clients to increase wallet share and provide holistic financial solutions.
  • Financial Planning: Anticipate clients' complex financial needs and offer solutions through a wide range of products, services, and tools.
  • Product and Service Knowledge: Work with product specialists to understand clients' banking, credit, and investment needs and goals.
  • Client Engagement: Provide regular value-added engagement with clients through face-to-face meetings, consistent communication, and access to seminars.
  • Referral Opportunities: Master referral opportunities to grow portfolio and refer clients to segment partners when appropriate.
  • Client Events: Organize client events to enhance client bonding and relationships.
  • Compliance: Ensure adherence to all regulatory and compliance operating procedures, including KYC/AML and other compliance norms.
  • Team Collaboration: Partner with all roles on the branch team to ensure a positive in-branch experience for clients.
Requirements
  • Experience: 5-8 years of experience in financial planning and relationship management.
  • Skills: Strong analytical and financial skills, strong verbal and written communication skills, organized with strong attention to detail.
  • Education: Bachelor's/University degree or equivalent experience.
  • Certifications: Current Registration for FINRA Series 7 and 66, Insurance group 1 required.
About Citigroup Inc

Citigroup Inc is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace.