Citigroup is seeking a Wealth Relationship Manager in Pleasant Hill, California, tasked with managing and expanding relationships with affluent and High Net Worth clients. The role requires strong analytical skills, effective communication, and compliance with financial regulations
Job Summary
This role involves identifying and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments.
The position requires anticipating complex financial needs and offering holistic solutions through a wide range of banking, credit, and investment products.
Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.
Matching Summary
Match Score: 85
Citigroup is seeking a Wealth Relationship Manager in Pleasant Hill, California, tasked with managing and expanding relationships with affluent and High Net Worth clients. The role requires strong analytical skills, effective communication, and compliance with financial regulations.
Salary
Base: $88,400.00 - $132,600.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off
Skills & Requirements
Must-have
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
Self-starter with problem-solving abilities
Nice-to-have
Experience with Money Guide Pro or NaviPlan Select
Knowledge of investment and financial planning strategies
Goal-oriented team player mindset
Key Requirements
Current US FINRA Registration: SIE, Series 6, 63, 65 OR Series 7 and 66
Mortgage loan originator registration via Nationwide Mortgage Licensing System
Insurance Group 1 certification required within 150 days
Bachelor's degree or equivalent experience
Must meet all US FINRA registration requirements within 150 days