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Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn

Citi · New York, NY · 3 mo ago
On-siteSales$88k–$133k/yrFull-time

About the role

This is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. It integrates subject matter and industry expertise within a defined area, requiring in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Responsibilities

  • 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.
  • Provide regular value-added engagement with clients, including 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.
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • 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 particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Qualifications

  • 5-8 years of experience.
  • Strong analytical and financial skills.
  • Strong verbal and written communication skills.
  • Organized with strong attention to detail.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred.
  • Basic understanding of investment and financial planning strategies preferred.
  • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
  • 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.
  • Life Insurance required.
  • Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held.

Education

Bachelor's/University degree or equivalent experience.

Benefits

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Pay

Primary Location Full Time Salary Range: $88,400.00 - $132,600.00. In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

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