Base: $88,400.00 - $132,600.00; bonus/equity: not ...
On-site
Financial planning and excellent discovery
Client needs and goals
Value-added engagement with clients
Citi Handlowy is seeking a Wealth Relationship Manager in Huntington, New York, to build and deepen relationships with affluent and High Net Worth clients. The role requires strong analytical skills, financial knowledge, and the ability to provide holistic financial solutions while adhering to compliance standards
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.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Matching Summary
Match Score: 85
Citi Handlowy is seeking a Wealth Relationship Manager in Huntington, New York, to build and deepen relationships with affluent and High Net Worth clients. The role requires strong analytical skills, financial knowledge, and the ability to provide holistic financial solutions while adhering to compliance standards.
Salary
Base: $88,400.00 - $132,600.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
financial planning and excellent discovery
client needs and goals
value-added engagement with clients
acquire and expand high value customer
adhere to all Regulatory and Compliance
Nice-to-have
coaching and training of new recruits
client events to enhance client bonding
positive in-branch experience
Key Requirements
5-8 years of experience
Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent