Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams
Job Summary
Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams.
Manage and execute client transactions with respect to business and individual banking, credit and investment products, ensuring timely completion within audit and compliance standards.
Proactively arrange and participate in client visits and perform service quality check-in calls to clients, identifying and documenting new business opportunities for referral.
Matching Summary
Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams.
Salary
Base: $98,960.00 - $148,440.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages.
Skills & Requirements
Must-have
Wealth management services
Client transaction management
Client investigations and resolution
Account maintenance and reporting
Banking policies and procedures enforcement
Client visits and service check-ins
Identify new business opportunities
Nice-to-have
Proficient use of Citi applications
Participate in service process improvements
Drive compliance with laws and regulations
Key Requirements
5-8 years of experience
Strong organizational and time management skills
Problem-solving and data analysis skills
Client-facing experience
Knowledge of investments, banking, and credit products
Series 7/63 or 7/66 licenses (or willing to acquire within 120 days)