Wealth Relationship Manager

3 weeks ago


Bronxville, New York, United States Citigroup Inc Full time
Job Summary

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.
Requirements
  • 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.
Education

Bachelor's/University degree or equivalent experience.

Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full time

Primary Location

Bronxville, New York, United States



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

    Job Title: Wealth Relationship ManagerCiti Global Wealth is seeking a seasoned professional to join our team as a Wealth Relationship Manager. In this role, 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 relationships with...


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

    Citigroup Inc. is seeking a seasoned professional to join our team as a Wealth Relationship Manager - SAFE Act. This role is responsible for applying in-depth disciplinary knowledge to develop new techniques and improve processes and workflows for the area or function. The ideal candidate will integrate subject matter and industry expertise within a defined...


  • Bronxville, New York, United States DaVita Full time

    About the Role:DaVita is seeking a highly motivated and results-driven Hospital Services Administrator to join our team. As a key member of our Hospital Services Group, you will be responsible for overseeing the administration and coordination of services to licensed Acute and Sub-Acute Care Programs.Key Responsibilities:Manage hospital programs to ensure...


  • Bronxville, New York, United States Lendlease Full time

    Job SummaryAs a key member of our team, you will provide leadership and oversight for on-site field administration and technical management of construction operations. This includes direct supervision of foremen, subcontractors, and other construction personnel, ensuring timely completion of projects within budget and to the highest quality standards.Key...


  • Bronxville, New York, United States Quest Diagnostics Incorporated Full time

    Job SummaryWe are seeking a highly motivated and results-driven Account Executive to join our team at Quest Diagnostics Incorporated. As an Account Executive, you will be responsible for building and maintaining strong relationships with our customers, identifying new business opportunities, and driving sales growth.Key ResponsibilitiesDevelop and execute...


  • Bronxville, New York, United States Springboard Healthcare Full time

    Springboard Healthcare is seeking a skilled Cath Lab Technologist to join their team for a travel assignment in New York.Key Responsibilities:Specialize in Cath Lab proceduresWork as an Allied Health ProfessionalCollaborate with healthcare teamsProvide exceptional patient careAt Springboard Healthcare, we're dedicated to matching professionals like you with...


  • Bronxville, New York, United States Sarah Lawrence College Full time

    Job SummaryThe Assistant/Associate Dean of Graduate Students at Sarah Lawrence College is a key position responsible for supporting the graduate student experience. This role involves working collaboratively with students to problem-solve and provide referrals to appropriate offices on campus. The successful candidate will have a strong understanding of...


  • Bronxville, New York, United States Springboard Healthcare Full time

    Springboard Healthcare is seeking a skilled Cath Lab Technologist to join their team.Job Description & RequirementsSpecialty: Cath Lab TechnologistDiscipline: Allied Health Professional40 hours per weekShift: 8 hoursEmployment Type: TravelAt Springboard Health, we're experts in matching nurses and techs with travel and local assignments in Cath Lab, EP, IR,...


  • Bronxville, New York, United States Springboard Healthcare Full time

    Springboard Healthcare is seeking a highly skilled Cath Lab Technologist to join their team for a travel assignment in New York.Job DetailsSpecialty: Cath Lab TechnologistDiscipline: Allied Health ProfessionalDuration: 13 weeks37 hours per weekShift: 12 hoursEmployment Type: TravelAt Springboard Healthcare, we specialize in matching nurses and techs with...


  • Bronxville, New York, United States Sarah Lawrence College Full time

    Job SummaryThe Assistant/Associate Dean of Graduate Students is a key member of the Sarah Lawrence College community, dedicated to supporting the academic and personal growth of graduate students. This role requires a strong understanding of graduate student needs and a commitment to creating an inclusive and supportive environment.Key ResponsibilitiesMeet...


  • Bronxville, New York, United States Springboard Healthcare Full time

    Springboard Healthcare is seeking a skilled Cath Lab Technologist for a travel assignment in a top-rated medical facility.Job Details:Specialty: Cath Lab TechnologistDiscipline: Allied Health ProfessionalDuration: 13 weeksHours: 40 hours per weekShift: 8 hoursEmployment Type: TravelAt Springboard Healthcare, we're dedicated to matching talented professionals...

  • Nurse Supervisor

    1 month ago


    Bronxville, New York, United States Quality Talent Group Full time

    About the JobWe are seeking an experienced Registered Nurse (RN) Supervisor to join our team at Northern Manor Multicare Center in Nanuet, NY.Job SummaryThe successful candidate will be responsible for leading a team of nursing staff, ensuring the delivery of high-quality care to our residents, and maintaining a safe and clean working environment.Key...


  • Bronxville, New York, United States Lendlease Full time

    Job Summary:As a Construction Site Leader at Lendlease, you will be responsible for providing overall leadership for on-site field administration and supervision of construction operations. This includes direct supervision of foremen, subcontractors, and other construction-related personnel. Your primary goal will be to direct them in planning, coordination,...


  • Bronxville, United States Talnt LLC Full time

    About the job Business Development Manager, Food Sales About Us: We are a leading importer and distributor of Greek and Eastern European specialty foods in North America. Headquartered in New York, we offer a diverse selection of over 2,000 products across various categories, serving retailers, gourmet stores, club stores, and foodservice providers...


  • Bronxville, United States Talnt LLC Full time

    About the job Business Development Manager, Food Sales About Us: We are a leading importer and distributor of Greek and Eastern European specialty foods in North America. Headquartered in New York, we offer a diverse selection of over 2,000 products across various categories, serving retailers, gourmet stores, club stores, and foodservice providers...


  • Bronxville, United States Talnt Full time

    About Us: We are a leading importer and distributor of Greek and Eastern European specialty foods in North America. Headquartered in New York we offer a diverse selection of over 2000 products across various categories serving retailers gourmet stores club stores and foodservice providers throughout the continent. Responsibilities: Develop and execute...

  • Buyer

    4 days ago


    Bronxville, United States Talnt Full time

    About Us We are a leading food importer and distributor committed to ensuring a steady and highquality supply of diverse products to meet our customers needs. Our team collaborates globally to manage the sourcing procurement and delivery processes with precision. Our focus is on building and maintaining robust supplier relationships optimizing inventory...

  • Registered Nurse

    1 week ago


    Bronxville, United States Watermark Retirement Communities Full time

    Seeking Part-time/Full-time RN. We are without a doubt one of the most premier retirement community, and a dream come true for a Registered Nurse! Bring your passion and Watermark will provide you something to be passionate about! Are you ready for a change? Are you ready to deliver care with the most up to date tools and systems? Do you want to be part of...

  • Registered Nurse

    1 week ago


    Bronxville, United States Watermark Retirement Communities Full time

    Seeking Part-time/Full-time RN. Job Fair 11/8 and 11/22 at 1p-4p We are without a doubt one of the most premier retirement community, and a dream come true for a Registered Nurse! Bring your passion and Watermark will provide you something to be passionate about! Are you ready for a change? Are you ready to deliver care with the most up to date tools and...

  • Registered Nurse

    1 week ago


    Bronxville, United States The Fountains at Rivervue Full time

    Seeking Part-time/Full-time RN.We are without a doubt one of the most premier retirement community, and a dream come true for a Registered Nurse! Bring your passion and Watermark will provide you something to be passionate about! Are you ready for a change? Are you ready to deliver care with the most up to date tools and systems? Do you want to be part of a...


  • Bronxville, United States DAVITA Full time

    55 Palmer AveHemodialysis Department, 5th Flr, Bronxville, New York, 10708-3403, United States of AmericaDaVita is seeking a Clinical Coordinator who is looking to give life in a hospital setting. In this vital Registered Nurse role, you will have the opportunity to excel as the superior dialysis nurse, mentor and clinical expert you are-and have a...