Wealth Relationship Manager

4 weeks ago


Cerritos, California, United States Citigroup Inc Full time
Job Description

The Wealth Relationship Manager is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in financial planning and relationship management. The successful candidate will be responsible for identifying, building, and deepening relationships with affluent and high net worth clients to gain incremental wallet share.

Key Responsibilities:
  • Anticipate and understand the complex financial needs of clients and offer solutions through a wide range of products and services.
  • Provide regular value-added engagement with clients through face-to-face meetings, consistent communication, and access to seminars and other events.
  • Master referral opportunities to grow portfolio and proactively source, acquire, and expand high-value customer relationships.
  • Organize client events to enhance client bonding and acquire new clients through converting referral leads.
  • Manage client follow-up and adhere to all regulatory and compliance operating procedures.
Qualifications:
  • 5-8 years of experience in financial planning and relationship management.
  • Strong analytical and financial skills, with a basic understanding of investment and financial planning strategies.
  • 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.
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:

Cerritos, California, United States

Primary Location Full Time Salary Range:

$83,920.00 - $125,880.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.



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