Wealth Relationship Manager

2 days ago

Darien, Illinois, United States Citigroup Inc Full time
Job Summary

A seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area, requiring an in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Key Responsibilities
  • Identify, build, and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services, and tools based on client profiling.
  • With the support of product specialists, intuitively recognize and understand a client's banking, credit, and investment needs and goals in order to provide holistic financial solutions.
  • Provide regular value-added engagement with clients, including high-touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
  • Master referral opportunities to grow portfolio.
  • Proactively source, acquire, and expand high-value customer relationships by maximizing sale and service opportunities.
  • Refer opportunities to segment partners where appropriate, including lending consultants and financial advisors, small business partners, relationship managers, etc.
  • Organize client events to enhance client bonding.
  • Acquire new clients through converting referral leads.
  • Manage client follow-up and adhere to all regulatory and compliance operating procedures.
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • Partner with all roles on the branch team to ensure all clients have a positive in-branch experience.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
Requirements
  • 5-8 years of experience.
  • Strong analytical and financial skills.
  • Strong verbal and written communication skills.
  • Organized with strong attention to detail.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred.
  • Basic understanding of investment and financial planning strategies preferred.
  • Must be a self-starter, problem solver, and a goal-oriented team player able to work without direction.
  • US: Current registration for FINRA series 6, 63, and 65 are required for the role. Individuals with series 7 and 66 or equivalent are encouraged to apply.
  • Insurance group 1 required; will give 120 days to obtain if not already held.
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
  • Bachelor's/University degree or equivalent experience.

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