Wealth Relationship Manager

2 weeks ago


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

We 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 Responsibilities
  • Identify and build relationships with affluent and high net worth clients to increase wallet share and provide holistic financial solutions.
  • Anticipate and understand clients' complex financial needs and offer tailored solutions through a range of products and services.
  • Collaborate with product specialists to provide comprehensive financial planning and wealth management 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 client relationships and grow existing ones through referrals and other opportunities.
  • Partner with branch teams to ensure a positive client experience and provide exceptional service.
  • Ensure compliance with regulatory requirements and maintain accurate records of client interactions and transactions.
Requirements
  • 5-8 years of experience in financial planning, wealth management, or a related field.
  • Strong analytical and financial skills, with the ability to understand complex financial concepts and provide clear explanations to clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Knowledge of Microsoft Office and experience with financial planning software, such as NaviPlan Select.
  • Basic understanding of investment and financial planning strategies.
  • Ability to work independently and as part of a team, with a strong focus on customer service and satisfaction.
Preferred Qualifications
  • Current registration for FINRA series 6, 63, and 65, or equivalent.
  • Insurance group 1 certification.
  • Experience with mortgage loan origination and the Nationwide Mortgage Licensing System and Registry.
About Citigroup Inc.

Citigroup Inc. is a global financial services company that provides a range of financial products and services to individuals, corporations, and governments. We are committed to providing exceptional customer service and building long-term relationships with our clients.



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