Affluent Client Manager

2 days ago


Loma Linda, California, United States Citigroup Inc Full time
Job Overview

Citigroup Inc is seeking an experienced Affluent Client Manager to join our Private Client Coverage group. As a key member of our team, you will be responsible for managing client relationships and driving business growth.

The ideal candidate will have strong analytical and financial skills, with experience using financial planning software and knowledge of investment and financial planning strategies. A current registration for FINRA series 6, 63, and 65 is required for this role.

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS) and obtain a unique identifier from the NMLS before referring interested clients to Citibank for their mortgage needs.

A Bachelor's/University degree or equivalent experience is also required. The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

Salary: $80,000 - $120,000 per annum.

Key Responsibilities
  • Manage client relationships and drive business growth.
  • Anticipate complex financial needs of clients and offer solutions through a wide range of products, services and tools based on client profiling.
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
Requirements
  • Strong analytical and financial skills.
  • Experience using financial planning software and knowledge of investment and financial planning strategies.
  • Current registration for FINRA series 6, 63, and 65.
  • Bachelor's/University degree or equivalent experience.


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