Investment Relationship Manager

2 weeks ago


O'Fallon, United States Citigroup Inc Full time

The Wealth Relationship Advisor SAFE Act represents a highly experienced professional position. This role leverages extensive disciplinary knowledge to foster the creation of innovative techniques and enhance processes and workflows within the designated area. It requires the integration of subject matter expertise and industry insights to achieve the objectives of the function and the broader business.

Key Responsibilities:

+ Cultivate connections with prospective clients to attract new banking and investment assets.

+ Strengthen ties with current clients in Private Wealth Management and Retail Banking through effective financial planning and adept discovery techniques.

+ Address referrals and introductions from business partners, recommending optimal offerings based on thorough client profiling and suitability evaluations.

+ Provide investment recommendations and advice utilizing a select range of solutions backed by firm models and research.

+ Identify and maximize referral opportunities to expand the client portfolio.

+ Collaborate with segment partners when appropriate, including Senior Wealth Advisors and Home Lending Officers.

+ Convert referral leads into new client acquisitions.

+ Ensure diligent client follow-up while adhering to all regulatory and compliance procedures.

+ Maintain strict compliance with KYC/AML and other regulatory standards.

+ Work collaboratively with branch team members to guarantee a positive client experience.

+ Assess risks in business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws and regulations.

Qualifications:

+ 5-8 years of relevant experience.

+ Proven track record in a proactive sales and service role within the financial services sector.

+ Strong analytical and financial acumen.

+ Excellent verbal and written communication skills.

+ Highly organized with a keen attention to detail.

+ Proficiency in Microsoft Office (Excel, Outlook, Word) and familiarity with financial planning software is preferred.

+ Basic knowledge of investment and financial planning strategies is advantageous.

+ Self-motivated, problem-solving team player capable of working independently.

+ Required FINRA licenses: Series 6, 65, and 63 (candidates with Series 7 & 66 are encouraged to apply) and Insurance Group 1.

+ This position necessitates registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, including obtaining a unique identifier for client referrals.

Education:

+ Bachelor's degree or equivalent experience.

Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Full time

Equal Opportunity Employer:

Citi is committed to a diverse workforce and is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.



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