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

Workforcity

Miami, Florida, United States
Base: $72,880.00 - $109,320.00; bonus/equity: disc...
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Financial planning and excellent discovery
Client profiling
Holistic financial solutions
** The Wealth Relationship Manager position at Workforcity in Miami seeks an experienced professional to manage relationships with affluent and High Net Worth clients, providing tailored financial solutions. Candidates must possess strong analytical skills, communication abilities, and relevant financial certifications. **

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.
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Matching Summary

Match Score: 75

** The Wealth Relationship Manager position at Workforcity in Miami seeks an experienced professional to manage relationships with affluent and High Net Worth clients, providing tailored financial solutions. Candidates must possess strong analytical skills, communication abilities, and relevant financial certifications. **

Salary

Base: $72,880.00 - $109,320.00; 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 excellent discovery
  • client profiling
  • holistic financial solutions
  • client events
  • regulatory and compliance operating procedures
  • risk assessment

Nice-to-have

  • seasoned professional role
  • development of new techniques
  • improvement of processes and workflow
  • subject matter and industry expertise
  • coaching and training of new recruits
  • influencing decisions through advice

Key Requirements

  • 5-8 years of experience
  • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
  • Life insurance license required
  • Must meet ALL US FINRA Registration requirements within 150 days
  • Must meet life insurance license requirement within 150 days
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter