Wealth Relationship Manager
16 hours ago
The Wealth Relationship Manager - SAFE Act is a critical role within Citigroup Inc. that requires a seasoned professional with expertise in financial planning and relationship management. The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to build and maintain strong relationships with affluent clients.
Key Responsibilities:
- Identify and build relationships with high net worth clients to increase wallet share and provide holistic financial solutions.
- Anticipate and understand clients' complex financial needs and offer tailored solutions through a range of products and services.
- Collaborate with product specialists to recognize and understand clients' banking, credit, and investment needs.
- Provide regular value-added engagement with clients through face-to-face meetings, consistent communication, and access to seminars.
- Master referral opportunities to grow the portfolio and proactively source, acquire, and expand high-value customer relationships.
Requirements:
- 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.
- Excellent verbal and written communication skills, with the ability to work effectively with clients and colleagues.
- Organized with strong attention to detail, and proficient in Microsoft Office and financial planning software.
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:
Washington District Of Columbia United States
Primary Location Full Time Salary Range:
$83, $125,880.00
Citi offers competitive employee benefits, including:
- medical, dental & vision coverage;
- 401(k);
- life, accident, and disability insurance;
- and wellness programs.
Anticipated Posting Close Date:
Sep 17, 2024
Citi is an equal opportunity and affirmative action employer.
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