Wealth Relationship Manager - Miami Center Hub (multilingual Skills Required)

Publix Serving (Civica)

Miami, Florida, United States
Base: $72,880.00 - $109,320.00; bonus/equity: not ...
Financial planning and excellent discovery
Holistic financial solutions
Client events to enhance client bonding
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills

Job Summary

  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
  • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
  • In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Matching Summary

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.

Salary

Base: $72,880.00 - $109,320.00; Bonus/Equity: Not specified; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs

Skills & Requirements

Must-have

  • financial planning and excellent discovery
  • holistic financial solutions
  • client events to enhance client bonding
  • adhere to all Regulatory and Compliance operating procedures
  • assess risk when business decisions are made

Nice-to-have

  • seasoned professional role
  • development of new techniques
  • improving processes and workflow
  • subject matter and industry expertise
  • balancing potentially conflicting situations

Key Requirements

  • 5-8 years of experience
  • Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
  • Life insurance license required
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter