Wealth Relationship Manager

3 weeks ago

San Francisco, 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. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial planning and wealth management solutions.

Key Responsibilities
  • Identify and develop relationships with affluent and high net worth clients to increase wallet share and provide incremental revenue growth.
  • Anticipate and understand clients' complex financial needs and offer holistic financial solutions through a range of products and services.
  • Provide regular value-added engagement with clients, including face-to-face meetings, consistent communication, and access to seminars and other educational resources.
  • Master referral opportunities to grow portfolio and proactively source, acquire, and expand high-value customer relationships.
  • Refer opportunities to segment partners where appropriate and organize client events to enhance client bonding.
  • Acquire new clients through converting referral leads and manage client follow-up while adhering to all regulatory and compliance operating procedures.
  • Ensure strict adherence to KYC/AML and other compliance norms and partner with all roles on the branch team to ensure a positive in-branch experience for all clients.
  • Assess risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
Requirements
  • 5-8 years of experience in financial planning and wealth management.
  • Bilingual in Cantonese/Mandarin.
  • Strong analytical and financial skills, with the ability to filter, prioritize, and validate complex and dynamic material from multiple sources.
  • Strong verbal and written communication skills, with the ability to communicate effectively with clients and colleagues.
  • Organized with strong attention to detail and the ability to work without direction.
  • 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.
  • US: Current Registration for FINRA series 6, 63, and 65 required for the role. Individuals with Series 7 and 66 or equivalent encouraged to apply.
  • Insurance group 1 required; will give 120 days to obtain if not already held.
  • This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and obtaining a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs.
Education
  • Bachelor's/University degree or equivalent experience.
Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full-time

Primary Location

San Francisco, California, United States

Primary Location Full-time Salary Range

$88,132,600.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit https://www.citi.com/careers/benefits.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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