Wealth Relationship Manager
1 day ago
The Wealth Relationship Manager SAFE Act is a critical role within Citigroup Inc. that requires a seasoned professional with in-depth knowledge and expertise in financial planning and wealth management. As a key member of our team, you will be responsible for developing and maintaining relationships with high net worth clients, providing personalized financial planning and advisory services, and identifying opportunities to grow our business.
Key Responsibilities- Client Relationship Management: Build and deepen relationships with affluent and high net worth clients to gain incremental wallet share and provide holistic financial solutions.
- Financial Planning and Advisory: Anticipate complex financial needs of clients and offer solutions through a wide range of products, services, and tools based on client profiling.
- Product and Service Knowledge: Work with product specialists to understand client banking, credit, and investment needs and goals, and provide tailored financial solutions.
- Client Engagement and Communication: Provide regular value-added engagement with clients through face-to-face meetings, consistent communication, and access to seminars and other educational resources.
- Business Development and Growth: Identify and pursue new business opportunities, including referrals and cross-selling, to grow our portfolio and expand our client base.
- Compliance and Risk Management: Ensure adherence to all regulatory and compliance requirements, including the SAFE Act, and maintain a strong understanding of risk management principles.
- Education: Bachelor's degree or equivalent experience.
- Experience: 5-8 years of experience in financial planning, wealth management, or a related field.
- Skills: Strong analytical and financial skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
- Certifications: Current registration for FINRA Series 7 and 66, and insurance group 1 certification.
Citigroup Inc. is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace and welcome applications from qualified candidates of all backgrounds.
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Wealth Relationship Manager
1 day ago
Washington, DC , USA, United States Citigroup Inc Full timeJob Title: Wealth Relationship ManagerThe Wealth Relationship Manager is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in financial planning and wealth management. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the area or function.Key...
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Wealth Relationship Manager
2 weeks ago
Washington, DC , USA, United States Citigroup Inc Full timeJob SummaryThe Wealth Relationship Manager SAFE Act is a critical role within Citigroup Inc. that requires a seasoned professional with in-depth knowledge and expertise in financial planning and wealth management. As a key member of our team, you will be responsible for developing and maintaining relationships with high net worth clients, providing...
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