Wealth Relationship Manager – Diamond Bar, CA

3 weeks ago

Diamond Bar, United States 00002 Citibank, N.A. Full time

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

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- 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 relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, 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 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.

Qualifications:

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

------------------------------------------------------

Job Family Group:

Private Client Coverage

------------------------------------------------------

Job Family:

Financial Planning Services

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Diamond Bar California United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$83, - $125,


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 Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

Anticipated Posting Close Date:

Jun 10, 2024

------------------------------------------------------

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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .

  • Wealth Relationship Manager

    3 weeks ago

    Diamond Bar, United States Citi Full time

    **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...

  • Wealth Relationship Manager

    3 weeks ago

    Diamond Bar, United States Citi Full time

    **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...

  • Special Education In-person Tutor

    4 days ago

    Diamond Bar, United States Tutor Me Education Full time

    Tutor Me Education is reshaping how students learn. We are looking for teachers and tutors with special education experience to provide 1:1 in-home tutoring in Diamond Bar, CA! **Here are the details**: - In-Person Tutoring in Diamond Bar, CA - Earn $25-$35 per hour - ~10-20 hours per month: **Responsibilities**: - Conduct one-on-one tutoring sessions...

  • Immediate Hire for Speech Language Pathologist

    6 hours ago

    Diamond Bar, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.We are looking for a committed Speech-Language Pathologist (SLP) to work for a respectable school district close toDiamond Bar, CA. We strongly encourage you to apply if you are looking for a full-time role and are passionate about assisting students in succeeding.Position...

  • Fitness Instructor

    3 weeks ago

    Diamond Bar, United States F45 Training - Diamond Bar Full time

    **About us** F45 Training Diamond Bar is a 45 minute workout that will challenge you like never before. The F stands for functional training, a mix of cardio, resistance, hybrid and recovery workouts geared towards everyday movement. 45 is the total amount of time for sweat-dripping and heart-pumping fun. Classes are developed for any fitness level, whether...

  • Special Education In-Person Tutor

    4 weeks ago

    Diamond Bar, United States Tutor Me Education Full time

    Job DescriptionJob DescriptionTutor Me Education is reshaping how students learn. We are looking for teachers and tutors with special education experience to provide 1:1 in-home tutoring in Diamond Bar, CA!As a Tutor at Tutor Me Education, you will work with students with special needs and help them achieve academic success. You will be responsible for...

  • Special Education In-Person Tutor

    4 weeks ago

    Diamond Bar, United States Tutor Me Education Full time

    Job DescriptionJob DescriptionTutor Me Education is reshaping how students learn. We are looking for teachers and tutors with special education experience to provide 1:1 in-home tutoring in Diamond Bar, CA!As a Tutor at Tutor Me Education, you will work with students with special needs and help them achieve academic success. You will be responsible for...

  • Special Education In-Person Tutor

    3 weeks ago

    Diamond Bar, United States Tutor Me Education Full time

    Job DescriptionJob DescriptionTutor Me Education is reshaping how students learn. We are looking for teachers and tutors with special education experience to provide 1:1 in-home tutoring in Diamond Bar, CA!As a Tutor at Tutor Me Education, you will work with students with special needs and help them achieve academic success. You will be responsible for...

  • Facility Attendant

    6 days ago

    Diamond Bar, California, United States City of Diamond Bar, CA Full time

    Location: Diamond Bar, CA Job Type: Part-time Intermittent Department: Parks and Recreation Opening Date: 05/22/2024 The PositionAre you a current college student, retiree, or someone seeking part-time work? The City of Diamond Bar is searching for individuals who have a genuine passion for service and community. As an added perk, we offer a hiring stipend...

  • Hotel Front Desk Receptionist

    3 weeks ago

    Diamond Bar, United States Ayres Suites Diamond Bar Full time

    Part-time positions available with benefits such as paid holiday, discounted ticket program, educational scholarships, incentive programs plus more! Ayres Hotels offers competitive wages and growth opportunities! **JOB SUMMARY**: The primary duties of the guest service representative are to assist guests with check-in & check-out processes, provide guests...

  • School Crossing Guard

    3 weeks ago

    Diamond Bar, United States All City Management Services Full time

    **School Crossing Guard in Diamond Bar** - All City Management Services has immediate openings for dedicated individuals to join our team that is committed to **_Keeping Kids Safe_** as they walk to and from school every day. School Crossing Guards work a brief shift in the morning before school and in the afternoon after school. We work outdoors and on...

  • Hotel Night Auditor

    3 weeks ago

    Diamond Bar, United States Ayres Suites Diamond Bar Full time

    Full time position with benefits such as group insurance, 401K, holiday pay, paid sick leave, employee assistance program, discounted ticket program, incentives, tips plus more! - Ayres Hotels offers competitive wages and growth opportunities!_ **JOB SUMMARY**: The primary duties of the night auditor are to check front office accounting records for...

  • Front Desk Receptionist/assistant

    1 week ago

    Diamond Bar, United States Diamond Bar Dental Full time

    Skilled receptionist needed for Dental office to call and confirm appointments, answer phone calls, check eligibility with insurances, send ore authorizations, sign in the patients and collect payments, assist the office manager with routine day by day duties. Very friendly environment. Knowing to assist the doctor during necessity is a plus. Good...

  • Dental Office Assistant Manager

    1 week ago

    Diamond Bar, United States Diamond Bar Dental Full time

    We are looking for a competent dental assistant who will make the dentist’s office more efficient and pleasant for patients. You’ll ensure excellent customer service and lift administrative and basic dental tasks off the dentist’s shoulders. Dental assistants should be well-organized with great attention to detail. You should be able to follow...

  • Guest Service Representative

    2 weeks ago

    Diamond Bar, United States Holiday Inn Diamond Bar Full time

    Role and Responsibilities: The moment a guest steps into one of our hotels, they walk into a genuinely memorable experience. As a Front Desk Agent, you will not only be the person our guests rely on to handle transactions, offer local insights, and anticipate every detail of a friction-free experience. You will also create the warm atmosphere that makes our...

  • Pharmacy Technician

    5 days ago

    Diamond Bar, United States Diamond Pharmacy Full time

    Overview: We are seeking a dedicated Pharmacy Technician to join our team. **Duties**: - Assist pharmacists in preparing and dispensing medications - Provide excellent patient care and customer service - Maintain pharmacy inventory and perform stock management tasks - Utilize medical terminology accurately - Ensure compliance with all relevant laws,...

  • Physical Therapist

    4 weeks ago

    Diamond Bar, United States Neogen Care Full time

    Join Our Team of Highly Talented and Committed Clinical Professionals. Become a part of a well-established 5-star rating agency* Founded in 2014 in San Francisco Bay Area, Neogen Care’s vision is to transform the way healthcare is provided and received by patients in the home. We strive to improve the quality of your life with our team of specially...

  • Physical Therapist

    2 weeks ago

    Diamond Bar, United States Neogen Care Full time

    Join Our Team of Highly Talented and Committed Clinical Professionals. Become a part of a well-established 5-star rating agency Founded in 2014 in San Francisco Bay Area, Neogen Care's vision is to transform the way healthcare is provided and received by patients in the home. We strive to improve the quality of your life with our team of specially trained...

  • Physical Therapist

    3 weeks ago

    Diamond Bar, United States Neogen Care Full time

    Job DescriptionJob Description* Join Our Team of Highly Talented and Committed Clinical Professionals. Become a part of a well-established 5-star rating agency*Founded in 2014 in San Francisco Bay Area, Neogen Care’s vision is to transform the way healthcare is provided and received by patients in the home. We strive to improve the quality of your life...

  • Physical Therapist

    3 weeks ago

    Diamond Bar, United States Neogen Care Full time

    Job DescriptionJob Description* Join Our Team of Highly Talented and Committed Clinical Professionals. Become a part of a well-established 5-star rating agency*Founded in 2014 in San Francisco Bay Area, Neogen Care’s vision is to transform the way healthcare is provided and received by patients in the home. We strive to improve the quality of your life...