Citi Global Wealth Relationship Manager
6 days ago
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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