Citi

Wealth Relationship Manager

Citi

full-time

Posted on:

Location Type: Office

Location: Palo Alto • California • 🇺🇸 United States

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Salary

💰 $88,400 - $132,600 per year

Job Level

Mid-LevelSenior

About the role

  • 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
  • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
  • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
  • Master referral opportunities to grow portfolio
  • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
  • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
  • Organize client events to enhance client bonding
  • Acquire new clients through converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure that KYC/AML and other compliance norms are strictly adhered
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements

  • 5-8 years of experience
  • Strong analytical and financial skills
  • Strong verbal and written communication skills
  • Organized with strong attention to details
  • Knowledge of Microsoft Office (Excel, Outlook, and Word)
  • Experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred
  • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
  • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
  • Insurance Group 1 required
  • Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry
Benefits
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planninganalytical skillsinvestment strategiesclient profilingrisk assessmentKYCAMLcompliance proceduresMicrosoft Excelfinancial planning software
Soft skills
communication skillsorganizational skillsattention to detailrelationship buildingclient engagementproblem-solvingproactive sourcingevent organizationteam collaborationethical judgment
Certifications
US FINRA Registration: SIESeries 6Series 63Series 65Series 7Series 66Insurance Group 1mortgage loan originator registration