Citi Wealth - Wealth Relationship Manager Safe Act - Bronx

Publix Serving (Civica)

Bronx, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
Not specified
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
Citi is seeking a Wealth Relationship Manager for its Bronx location, focusing on managing and expanding relationships with affluent and high-net-worth clients. The ideal candidate should possess strong analytical and financial skills, relevant certifications, and a proactive approach to client engagement

Job Summary

  • The role involves identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments.
  • Employees must anticipate complex financial needs and offer holistic solutions through a wide range of products, services, and tools.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 85

Citi is seeking a Wealth Relationship Manager for its Bronx location, focusing on managing and expanding relationships with affluent and high-net-worth clients. The ideal candidate should possess strong analytical and financial skills, relevant certifications, and a proactive approach to client engagement.

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs

Skills & Requirements

Must-have

  • 5-8 years of professional experience
  • Strong analytical and financial skills
  • Excellent verbal and written communication

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Experience with NaviPlan Select software

Key Requirements

  • Current US FINRA Registration (Series 6, 63, 65 or 7, 66)
  • Life Insurance required within 120 days
  • Mortgage loan originator registration with NMLS
  • Bachelor's degree or equivalent experience

Work Rights

Must meet all US FINRA Registration requirements

Tailored Resume

Cover Letter