Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams
Job Summary
Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams.
Manage and execute client transactions with respect to business and individual banking, credit and investment products.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Matching Summary
Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams.
Salary
Base: $98,960.00 - $148,440.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Skills & Requirements
Must-have
wealth management services
client transaction management
account maintenance coordination
enforce banking policies
client relationship building
Nice-to-have
proactive client engagement
service quality check-ins
identify new business opportunities
Key Requirements
5-8 years of experience
Series 7/63 or 7/66 or willing to acquire
Bachelor's/University degree or equivalent experience