Wealth Relationship Manager

3 weeks ago


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

Citi Global Wealth is seeking a seasoned professional to join our team as a Wealth Relationship Manager. In this role, you will be responsible for building and deepening relationships with affluent and high-net-worth clients, providing holistic financial solutions, and driving business growth.

Key Responsibilities
  • Client Relationship Management: Identify, build, and deepen relationships with clients to gain incremental wallet share and provide exceptional customer service.
  • Financial Planning and Solutions: Anticipate clients' complex financial needs and offer tailored solutions through a wide range of products and services.
  • Product and Service Knowledge: Develop in-depth knowledge of Citi's products and services to provide holistic financial solutions to clients.
  • Business Development: Proactively source, acquire, and expand high-value customer relationships to drive business growth.
  • Collaboration and Communication: Work closely with cross-functional teams to ensure seamless delivery of financial solutions and exceptional client experience.
Requirements
  • Experience: 5-8 years of experience in financial services, with a focus on wealth management and client relationship management.
  • Skills: Strong analytical and financial skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
  • Education: Bachelor's degree or equivalent experience.
What We Offer

Citi offers a competitive salary, discretionary and formulaic incentive and retention awards, and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.



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