The Wealth Relationship Manager position at Citi's Miami Center Hub seeks a seasoned professional to manage and deepen relationships with affluent and High Net Worth clients. Candidates must possess strong analytical, communication, and financial skills, along with relevant certifications and licenses
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.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Matching Summary
Match Score: 85
The Wealth Relationship Manager position at Citi's Miami Center Hub seeks a seasoned professional to manage and deepen relationships with affluent and High Net Worth clients. Candidates must possess strong analytical, communication, and financial skills, along with relevant certifications and licenses.
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
Client relationship management
Financial planning skills
Sales and acquisition
Regulatory compliance adherence
Risk assessment
Nice-to-have
Coaching and training
Client event organization
Holistic financial solutions
Key Requirements
5-8 years of experience
Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Life insurance license required
Mortgage loan originator registration
Bachelor's/University degree or equivalent experience