Citi Global Wealth Relationship Manager

6 days ago


New York, New York, United States Citigroup Inc Full time

Wealth Relationship Management Role

Citigroup Inc is seeking a skilled Wealth Relationship Management professional to join our team. As a Wealth Relationship Management professional, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and advice.

Key Responsibilities:

  • Identify and develop relationships with affluent and high net worth clients to increase wallet share.
  • Anticipate and meet the complex financial needs of clients through a range of products and services.
  • Provide regular value-added engagement with clients, including face-to-face meetings and consistent communication.
  • Master referral opportunities to grow portfolio.
  • Proactively source, acquire and expand high value customer relationships.

Requirements:

  • 5-8 years of experience in wealth management or a related field.
  • Strong analytical and financial skills.
  • Strong verbal and written communication skills.
  • Organized with strong attention to detail.
  • Knowledge of Microsoft Office and experience using financial planning software.

Education:

Bachelor's degree or equivalent experience.

Job Family:

Private Client Coverage

Job Family Group:

Financial Planning Services

Time Type:

Full time

Primary Location:

New York, NY, USA



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