Wealth Relationship Manager
1 month ago
We are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial planning and wealth management solutions.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with affluent clients, understanding their financial goals and objectives, and providing them with personalized advice and guidance.
- Financial Planning: Create comprehensive financial plans for clients, taking into account their investment goals, risk tolerance, and time horizon.
- Wealth Management: Provide clients with a range of wealth management solutions, including investment management, retirement planning, and estate planning.
- Referral and Acquisition: Identify and pursue new business opportunities, referring clients to other Citigroup products and services as needed.
- Compliance and Risk Management: Ensure that all client interactions and transactions are in compliance with relevant laws and regulations, and that all risk management procedures are followed.
- 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: FINRA series 6, 63, and 65, and insurance group 1.
Citigroup Inc. offers a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. We also offer paid time off, including vacation, sick leave, and holidays.
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Wealth Relationship Manager
1 month ago
Fountain Valley, California, United States Citigroup Inc Full timeJob SummaryWe 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 ResponsibilitiesBuild and Maintain Relationships: Identify, build, and deepen relationships with affluent and high...
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Wealth Relationship Manager
4 weeks ago
Fountain Valley, California, United States Citigroup Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Relationship Manager to join our team at Citigroup Inc. This is a senior-level role that requires a deep understanding of financial planning and wealth management principles, as well as excellent communication and relationship-building skills.Key ResponsibilitiesIdentify and build...
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Wealth Relationship Manager
2 months ago
Fountain Valley, California, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a highly skilled Wealth Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized financial planning and investment advice, and identifying opportunities to grow our...
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Wealth Relationship Manager
2 months ago
Fountain Valley, California, United States Citigroup Inc Full timeJob SummaryWe are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining strong relationships with our affluent and High Net Worth clients.Key ResponsibilitiesClient Relationship Management: Identify, build, and deepen...
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Wealth Relationship Manager
3 weeks ago
Fountain Valley, California, United States Citigroup Inc Full timeJob SummaryThe Wealth Relationship Manager is a seasoned professional role that requires in-depth disciplinary knowledge and the ability to develop new techniques and improve processes and workflows. This role integrates subject matter and industry expertise within a defined area, requiring a strong understanding of how areas collectively integrate within...
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1 month ago
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Senior Supply Chain Manager
2 months ago
Fountain Valley, California, United States MemorialCare Health Services Full timeJob Title: Senior Project Manager, Supply ChainJob Summary:The Senior Project Manager, Supply Chain will be responsible for leading and managing complex supply chain projects from initiation to completion. This role will oversee all aspects of project management, including planning, execution, monitoring, and control. The successful candidate will have...
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Talent Acquisition Manager
4 weeks ago
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RN Case Manager
3 weeks ago
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Project Manager
3 weeks ago
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