Wealth Relationship Manager
Citi
full-time
Posted on:
Location Type: Office
Location: Simi Valley • California • 🇺🇸 United States
Visit company websiteSalary
💰 $83,920 - $125,880 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
- 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
- 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
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
- Insurance Group 1 required
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- planned time off (vacation)
- unplanned time off (sick leave)
- 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 strategiesfinancial planning softwareMicrosoft ExcelMicrosoft OutlookMicrosoft Wordattention to detailclient profilingsales opportunities
Soft skills
communication skillsorganizational skillsrelationship buildingclient engagementproactive sourcingevent organizationclient follow-updiscovery skillsprofiling skillshigh touch service
Certifications
US FINRA RegistrationSIESeries 6Series 63Series 65Series 7Series 66Insurance Group 1