Citi Wealth - Wealth Relationship Manager Safe Act - Bronx

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Bronx, 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 in financial planning
The Wealth Relationship Manager role involves building and deepening relationships with affluent clients

Job Summary

  • The Wealth Relationship Manager role involves building and deepening relationships with affluent clients.
  • You will provide holistic financial solutions by understanding clients' complex financial needs.
  • Citi offers competitive employee benefits, including medical, dental, and wellness programs.

Matching Summary

The Wealth Relationship Manager role involves building and deepening relationships with affluent clients.

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance

Skills & Requirements

Must-have

  • Strong analytical and financial skills
  • Excellent communication and diplomacy skills
  • Experience in financial planning

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Organized with strong attention to detail

Key Requirements

  • 5-8 years of experience
  • Required US FINRA Registration
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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