Citi Wealth - Wealth Relationship Manager Safe Act - Manhattan
Citi Handlowy
New York, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: not ...
On-site
Identify, build and deepen client relationships
Anticipate complex financial needs
Provide 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.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
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: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off
Skills & Requirements
Must-have
Identify, build and deepen client relationships
Anticipate complex financial needs
Provide holistic financial solutions
Master referral opportunities
Proactively acquire and expand high value relationships
Manage client follow-up and adhere to regulatory procedures
Nice-to-have
Excellent discovery and profiling skills
High touch, face-to-face meetings
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
US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Life Insurance Required
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