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Wealth Relationship Manager

2 months ago

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

Citigroup Inc. is seeking a highly skilled and experienced Wealth Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for building and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share.

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 based on client profiling.
  • Product and Service Knowledge: Work with product specialists to understand clients' banking, credit, and investment needs and goals, and provide tailored solutions.
  • Client Engagement: Provide regular value-added engagement with clients through high-touch, face-to-face meetings, consistent communication, and access to seminars and other events.
  • Referral Opportunities: Master referral opportunities to grow portfolio and proactively source, acquire, and expand high-value customer relationships.
  • Compliance and Risk Management: Ensure adherence to all regulatory and compliance operating procedures, including KYC/AML and other compliance norms.
Requirements
  • Experience: 5-8 years of experience in a related field.
  • 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.
  • Education: Bachelor's/University degree or equivalent experience.
  • Registration: Current Registration for FINRA series 6, 63, and 65 required for the role.
Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full time

Primary Location

New York, NY, USA