Wealth Relationship Manager

1 week ago


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

The Wealth Relationship Manager - SAFE Act is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in financial planning and relationship management. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the area or function.

Key Responsibilities
  • Build and deepen relationships with affluent and High Net Worth clients to gain incremental wallet share through financial planning and discovery skills.
  • Anticipate complex financial needs of clients and offer solutions through a wide range of products, services, and tools based on client profiling.
  • Work with product specialists to recognize and understand client banking, credit, and investment needs and goals to provide holistic financial solutions.
  • 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 where appropriate and organize client events to enhance client bonding.
  • Acquire new clients through converting referral leads and manage client follow-up while adhering to all Regulatory and Compliance operating procedures.
  • Ensure strict adherence to KYC/AML and other compliance norms and partner with branch team members to ensure a positive in-branch experience for all clients.
Requirements
  • 5-8 years of experience in financial planning and relationship 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, problem solver, and goal-oriented team player.
  • US: Current Registration for FINRA series 6, 63, and 65 are required for the role, with the ability to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.
Education

Bachelor's/University degree or equivalent experience.

Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full-time

Primary Location

Darien, Illinois, United States



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