Citi Wealth - Wealth Relationship Manager Safe Act - Bronx
Citi Handlowy
Bronx, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: not ...
On-site
Financial planning and discovery skills
Client relationship management
Holistic financial solutions
Citi is seeking a Wealth Relationship Manager for their Bronx location, focusing on building and deepening relationships with affluent and High Net Worth clients. The role requires significant experience in financial planning, strong analytical skills, and compliance with regulatory requirements
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.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
Matching Summary
Match Score: 85
Citi is seeking a Wealth Relationship Manager for their Bronx location, focusing on building and deepening relationships with affluent and High Net Worth clients. The role requires significant experience in financial planning, strong analytical skills, and compliance with regulatory requirements.
Salary
Base: $88,400.00 - $132,600.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Financial planning and discovery skills
Client relationship management
Holistic financial solutions
Regulatory and compliance adherence
Risk assessment and ethical judgment
Nice-to-have
Client event organization
Team collaboration
Coaching and training new recruits
Key Requirements
5-8 years of experience
Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent