Wealth Relationship Manager - New York Metro

Workforcity

New York, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: not ...
Strong analytical and financial skills
Excellent communication and diplomacy skills
Experience with financial planning software
The Wealth Relationship Manager plays a crucial role in building and deepening client relationships within the affluent and High Net Worth segment

Job Summary

  • The Wealth Relationship Manager plays a crucial role in building and deepening client relationships within the affluent and High Net Worth segment.
  • This position involves providing holistic financial solutions tailored to clients' complex needs and goals.
  • Citi offers competitive employee benefits and a salary range between $88,400.00 and $132,600.00.

Matching Summary

The Wealth Relationship Manager plays a crucial role in building and deepening client relationships within the affluent and High Net Worth segment.

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Not specified; Benefits: Competitive employee benefits including medical, dental & vision coverage

Skills & Requirements

Must-have

  • Strong analytical and financial skills
  • Excellent communication and diplomacy skills
  • Experience with financial planning software

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Ability to coach and train new recruits

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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