Global Wealth Management Specialist

4 days ago


Bronxville, New York, United States Citigroup Inc Full time

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work.

The role of a Wealth Relationship Manager is crucial in developing deep relationships with clients to gain incremental wallet share of the affluent and High Net Worth segment. This requires excellent discovery and profiling skills, as well as the ability to offer solutions through a wide range of products, services, and tools based on client needs and goals.

As a seasoned professional, this role involves applying in-depth disciplinary knowledge to contribute to the development of new techniques and the improvement of processes and workflows. It also requires strong analytical and communication skills, as well as the ability to work without direction and make decisions that balance potentially conflicting situations.

In terms of responsibilities, this role includes identifying, building, and deepening relationships with clients; anticipating their complex financial needs and offering tailored solutions; providing regular value-added engagement with clients; and proactively sourcing, acquiring, and expanding high-value customer relationships.

This position requires a bachelor's degree or equivalent experience, as well as 5-8 years of experience in a similar role. Strong analytical and financial skills are essential, along with strong verbal and written communication skills. Knowledge of Microsoft Office and experience using financial planning software are also preferred.

The estimated salary for this role is between $88,400.00 and $132,600.00 per year, depending on location and experience. In addition to salary, Citi offers competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.



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