Strategic Relationship Manager
4 days ago
Citigroup, Inc. is seeking a Strategic Relationship Manager to join our Private Client Coverage group in New York. As a key member of our team, you will be responsible for building and maintaining relationships with high net worth individuals and families. You will work closely with clients to understand their financial goals and objectives, providing tailored solutions to meet their needs. Your expertise in strategic relationship-building and wealth management will enable you to identify business opportunities and address the unique needs of specific client segments. With your strong analytical skills and attention to detail, you will develop comprehensive financial plans and recommendations, ensuring that clients' interests are always represented. If you have a proven track record in relationship selling and a deep understanding of all Citi Private Bank banking and product systems, platforms, tools, and capabilities, we encourage you to apply.
Key Responsibilities:
- Build and maintain relationships with high net worth individuals and families.
- Develop and implement comprehensive financial plans and recommendations.
- Identify business opportunities and address the unique needs of specific client segments.
- Maintain a thorough understanding of clients' financial goals and objectives.
- Collaborate with internal teams to ensure seamless execution of internal processes and Citigroup services.
Requirements:
- 15+ years of experience in Private Banking or a related field.
- Demonstrated track record in relationship selling and wealth management.
- Extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools, and capabilities.
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