Strategic Client Growth Manager

6 days ago


Yorba Linda, California, United States Citigroup Inc Full time

Overview:

Citigroup Inc is a leading financial services institution that offers a wide range of products and services to individuals, corporations, and governments around the world.

Job Summary:

We are seeking an experienced Wealth Relationship Manager to join our team in Yorba Linda, California. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a proven track record of growing client relationships.

About the Role:

This role involves identifying, building, and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share through the use of financial planning and excellent discovery and profiling skills.

The successful candidate will anticipate complex financial needs of clients and offer solutions through a wide range of products, services, and tools based on client profiling.

You will work closely with product specialists to intuitively recognize and understand client banking, credit, and investment needs and goals to provide holistic financial solutions.

In this role, you will be responsible for providing regular value-added engagement with clients, including high-touch, face-to-face meetings at client-preferred locations, consistent communication, access to seminars, etc.

Other key responsibilities include mastering referral opportunities to grow portfolio, proactively sourcing, acquiring, and expanding high-value customer relationships by maximizing sale and service opportunities.

You will refer opportunities to segment partners where appropriate and organize client events to enhance client bonding.

This position also requires managing client follow-up and adhering to all regulatory and compliance operating procedures.

Apart from these responsibilities, you will ensure that KYC/AML and other compliance norms are strictly adhered to and partner with all roles on the branch team to ensure all clients have a positive in-branch experience.

Requirements:

  • 5-8 years of experience in financial planning or a related field.
  • Strong analytical and financial skills, including proficiency in Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software.
  • Excellent verbal and written communication skills, as well as organizational skills with strong attention to detail.
  • A basic understanding of investment and financial planning strategies is preferred.
  • Must be a self-starter, problem solver, and a goal-oriented team player able to work without direction.
  • US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply.
  • This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (


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