Affluent Client Growth Specialist
7 days ago
Key Accountabilities:
- Develop and execute strategic plans to acquire new clients and deepen existing relationships.
- Collaborate with internal stakeholders to identify opportunities and deliver exceptional customer experiences.
- Build strong relationships with high net worth clients to drive incremental wallet share.
- Provide expert advice on financial planning and investment strategies to clients.
Requirements: To succeed in this role, you'll need a bachelor's degree or equivalent experience, along with 5-8 years of experience in a related field. Strong analytical and financial skills, excellent verbal and written communication skills, and the ability to work independently are essential. Professional certifications such as Series 6, 63, and 65 are required, and experience using financial planning software is a plus.
What We Offer: At Citi, we're committed to creating a workplace culture that values diversity, equity, and inclusion. We believe that diverse perspectives and experiences make us stronger and more innovative. We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as 401(k) and other retirement savings plans. Our employees also enjoy paid time off packages, including vacation, sick leave, and holidays, as well as access to wellness programs and employee assistance resources.
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