Wealth Relationship Manager

1 month ago


Atwater, California, United States Citigroup Inc Full time
Job Summary

We are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. This is a challenging and rewarding role that requires a strong understanding of financial planning and wealth management principles.

Key Responsibilities
  • Build and Deepen Relationships: Identify, build, and deepen relationships with affluent and high net worth clients to gain incremental wallet share.
  • Anticipate Client Needs: Anticipate the complex financial needs of clients and offer solutions through a wide range of products, services, and tools.
  • Provide Holistic Financial Solutions: With the support of product specialists, recognize and understand clients' banking, credit, and investment needs and goals to provide holistic financial solutions.
  • Regular Value-Added Engagement: Provide regular value-added engagement with clients through high-touch, face-to-face meetings, consistent communication, and access to seminars.
  • Master Referral Opportunities: Master referral opportunities to grow portfolio and expand high-value customer relationships.
  • Proactively Source and Acquire Clients: Proactively source, acquire, and expand high-value customer relationships by maximizing sale and service opportunities.
  • Refer Opportunities to Segment Partners: Refer opportunities to segment partners where appropriate, including lending consultants and financial advisors.
  • Organize Client Events: Organize client events to enhance client bonding and relationships.
  • Manage Client Follow-Up: Manage client follow-up and adhere to all regulatory and compliance operating procedures.
  • Ensure Compliance: Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • Partner with Branch Team: Partner with all roles on the branch team to ensure all clients have a positive in-branch experience.
Requirements
  • 5-8 Years of Experience: 5-8 years of experience in financial planning and wealth management.
  • Strong Analytical and Financial Skills: Strong analytical and financial skills, including knowledge of Microsoft Office and experience using financial planning software.
  • Strong Communication and Organizational Skills: Strong communication and organizational skills, with the ability to work independently and as part of a team.
  • US Registration Requirements: Current registration for FINRA series 6, 63, and 65, with the ability to obtain insurance group 1 registration within 120 days.
Education

Bachelor's/University degree or equivalent experience in a related field.



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