Wealth Relationship Manager

1 week ago

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

The Wealth Relationship Manager SAFE Act is a critical role within Citigroup Inc, responsible for managing high-value client relationships and providing holistic financial solutions. This seasoned professional will apply in-depth disciplinary knowledge to develop new techniques and improve processes, integrating subject matter expertise within a defined area.

Key Responsibilities
  • Client Relationship Management: Identify, build, and deepen relationships with affluent and High Net Worth clients to gain incremental wallet share through financial planning and excellent discovery and profiling skills.
  • Financial Planning: Anticipate complex financial needs and offer solutions through a wide range of products, services, and tools based on client profiling.
  • Product and Service Knowledge: Recognize and understand client banking, credit, and investment needs and goals to provide holistic financial solutions.
  • Regular Engagement: Provide regular value-added engagement with clients through high-touch, face-to-face meetings, consistent communication, and access to seminars.
  • Referral Opportunities: Master referral opportunities to grow portfolio and refer opportunities to segment partners where appropriate.
  • Client Events: Organize client events to enhance client bonding and acquire new clients through converting referral leads.
  • Compliance and Risk Management: Ensure adherence to all Regulatory and Compliance operating procedures, including KYC/AML and other compliance norms, and partner with all roles on the branch team to ensure a positive in-branch experience.
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, and knowledge of Microsoft Office and financial planning software.
  • Qualifications: Bachelor's/University degree or equivalent experience, current Registration for FINRA Series 7 and 66, and Insurance group 1 required.
About Citigroup Inc

Citigroup Inc 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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