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Wealth Management Professional
2 months ago
Citigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our Private Client Coverage group, you will be responsible for providing exceptional financial planning and wealth management services to our affluent and high-net worth clients.
Key Responsibilities- Identify and build relationships with high net worth individuals and families to provide tailored financial solutions.
- Anticipate and understand the complex financial needs of clients and offer holistic financial solutions through a range of products and services.
- Develop and maintain strong relationships with clients through regular communication, face-to-face meetings, and access to seminars and other educational resources.
- Proactively source and acquire new high value customer relationships and maximize sale and service opportunities.
- Partner with other roles on the branch team to ensure a positive in-branch experience for all clients.
- Assess risk and ensure compliance with applicable laws, rules, and regulations.
- 5-8 years of experience in financial planning and wealth management.
- Strong analytical and financial skills, with a basic understanding of investment and financial planning strategies.
- Excellent verbal and written communication skills, with the ability to work with clients and colleagues at all levels.
- Organized with strong attention to detail, and the ability to work independently with minimal supervision.
- Knowledge of Microsoft Office and experience using financial planning software preferred.
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 packages, including planned time off, unplanned time off, and paid holidays.
