Citi Wealth - Wealth Relationship Manager Safe Act - North Jersey
Citi Handlowy
Paramus, New Jersey, United States
Base: $88,400.00 - $132,600.00; bonus/equity: not ...
**
Financial planning and discovery skills
Client relationship management
Sales and service opportunities
**
Citi Handlowy is seeking a Wealth Relationship Manager for their North Jersey branch, focused on building and deepening relationships with affluent and high-net-worth clients. The role requires strong analytical skills, financial expertise, and the ability to provide tailored financial solutions through effective communication and compliance.
**
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: 75
**
Citi Handlowy is seeking a Wealth Relationship Manager for their North Jersey branch, focused on building and deepening relationships with affluent and high-net-worth clients. The role requires strong analytical skills, financial expertise, and the ability to provide tailored financial solutions through effective communication and compliance.
**
Salary
Base: $88,400.00 - $132,600.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Skills & Requirements
Must-have
Financial planning and discovery skills
Client relationship management
Sales and service opportunities
Regulatory and compliance adherence
Risk assessment and ethical judgment
Nice-to-have
Coaching and training new recruits
Organizing client events
Positive in-branch client 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