Wealth Relationship Manager - New York Metro

Publix Serving (Civica)

New York, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: not ...
Financial planning skills
Client relationship management
Regulatory compliance adherence
The Wealth Relationship Manager role focuses on building and deepening relationships with affluent clients

Job Summary

  • The Wealth Relationship Manager role focuses on building and deepening relationships with affluent clients.
  • This position requires anticipating complex financial needs and providing holistic solutions.
  • Citi offers competitive benefits including medical coverage and paid time off.

Matching Summary

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

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Not specified; Benefits: Competitive employee benefits

Skills & Requirements

Must-have

  • Financial planning skills
  • Client relationship management
  • Regulatory compliance adherence

Nice-to-have

  • Strong communication skills
  • Team leadership experience
  • Problem-solving abilities

Key Requirements

  • 5-8 years of experience
  • Current US FINRA Registration
  • Life insurance license required

Work Rights

Not specified

Tailored Resume

Cover Letter