Citi Wealth - Wealth Relationship Manager Safe Act - Manhattan

Workforcity

New York, NY, United States
Base: $88,400.00 - $132,600.00; bonus/equity: not ...
Strong analytical and financial skills
Excellent communication and diplomacy skills
Knowledge of microsoft office and financial planning software
The Wealth Relationship Manager role focuses on building and deepening relationships with affluent and High Net Worth clients

Job Summary

  • The Wealth Relationship Manager role focuses on building and deepening relationships with affluent and High Net Worth clients.
  • The position requires anticipating complex financial needs and providing holistic solutions through various products and services.
  • Citi offers competitive employee benefits, including medical coverage, 401(k), and paid time off.

Matching Summary

The Wealth Relationship Manager role focuses on building and deepening relationships with affluent and High Net Worth clients.

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); paid time off

Skills & Requirements

Must-have

  • Strong analytical and financial skills
  • Excellent communication and diplomacy skills
  • Knowledge of Microsoft Office and financial planning software

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Ability to work without direction

Key Requirements

  • 5-8 years of experience
  • Required US FINRA Registration
  • Life Insurance required

Work Rights

Not specified

Tailored Resume

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