Wealth Relationship Manager
3 weeks ago
Citigroup Inc. is seeking a seasoned Wealth Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for building and deepening relationships with affluent and high net worth clients to gain incremental wallet share.
Key Responsibilities- Identify and develop strategic relationships with clients to understand their complex financial needs and provide tailored solutions.
- Anticipate and address client needs through a wide range of products, services, and tools.
- Collaborate with product specialists to recognize and understand client banking, credit, and investment needs.
- Provide regular value-added engagement with clients through high-touch, face-to-face meetings and consistent communication.
- Master referral opportunities to grow portfolio and proactively source, acquire, and expand high-value customer relationships.
- Refer opportunities to segment partners and organize client events to enhance client bonding.
- Acquire new clients through converting referral leads and manage client follow-up while adhering to all regulatory and compliance operating procedures.
- Ensure strict adherence to KYC/AML and other compliance norms.
- Partner with branch team members to ensure all clients have a positive in-branch experience.
- Assess risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
- 5-8 years of experience in financial planning and wealth management.
- Strong analytical and financial skills, with knowledge of Microsoft Office and experience using financial planning software.
- Strong verbal and written communication skills, with the ability to filter, prioritize, and validate complex material.
- Organized with strong attention to detail and a self-starter, problem solver, and goal-oriented team player.
- US: Current Registration for FINRA series 6, 63, and 65 are required for the role, with Series 7 and 66 or equivalent encouraged to apply.
- Insurance group 1 required, with 120 days to obtain if not already held.
- This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.
Bachelor's/University degree or equivalent experience.
Job Family GroupPrivate Client Coverage
Job FamilyFinancial Planning Services
Time TypeFull time
Primary LocationBronxville, New York, United States
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