Citi Wealth - Wealth Relationship Manager Safe Act - Bronx

Citi

Bronx, New York, United States
Base: $ 88,400.00 - $ 132,600.00; bonus/equity: di...
Financial planning and discovery skills
Client profiling and needs assessment
Holistic financial solutions
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of 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 through the use of financial planning and excellent discovery and profiling skills.
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
  • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.

Matching Summary

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

Salary

Base: $ 88,400.00 - $ 132,600.00; 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

  • Financial planning and discovery skills
  • Client profiling and needs assessment
  • Holistic financial solutions
  • High touch client engagement
  • Referral opportunities management
  • Regulatory and compliance adherence
  • Risk assessment and ethical judgment

Nice-to-have

  • Coaching and training new recruits
  • Organize client events
  • Positive in-branch client experience

Key Requirements

  • 5-8 years of experience
  • Strong analytical and financial skills
  • Strong verbal and written communication skills
  • Organized with strong attention to detail
  • Knowledge of Microsoft Office
  • NaviPlan Select or similar financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred
  • Must be a self-starter, problem solver and a goal-oriented team player
  • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
  • Must meet ALL US FINRA Registration requirements within 150 days
  • Life Insurance required
  • Must obtain Life Insurance within 120 days
  • Register as a mortgage loan originator with NMLS
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

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