Citi Wealth - Wealth Relationship Manager - Utopia Branch

Seasoned professional role applying in-depth disciplinary knowledge to develop new techniques and improve processes and workflows. Integrates subject matter and industry expertise within a defined area, requiring coordination across functions to meet business objectives. Evaluates complex issues with substantial impact, balancing multiple sources of information. Strong analytical, communication, and leadership skills required; regularly coaches and trains new recruits.

Responsibilities

• Identify, build, and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through financial planning, discovery, and profiling skills.
• Anticipate complex financial needs of clients and offer solutions through a wide range of products, services, and tools based on client profiling.
• With support from product specialists, recognize and address clients’ banking, credit, and investment needs to provide holistic financial solutions.
• Engage clients through high-touch, face-to-face meetings, consistent communication, and access to seminars.
• Master referral opportunities to grow portfolio and proactively source, acquire, and expand high-value customer relationships.
• Refer opportunities to segment partners (e.g., Lending Consultants, Financial Advisors, Small Business Partners, Relationship Managers).
• Organize client events to enhance client bonding and acquire new clients through referral leads.
• Manage client follow-up and adhere to all regulatory and compliance operating procedures, including KYC/AML norms.
• Partner with branch team roles to ensure positive in-branch client experiences.
• Assess risk in business decisions, prioritizing the firm’s reputation, compliance, and ethical standards.

Requirements

• 5-8 years of experience.
• Strong analytical and financial skills.
• Excellent verbal and written communication skills.
• Organized with strong attention to detail.
• Proficiency in Microsoft Office (Excel, Outlook, Word); experience with NaviPlan Select or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self-starter, problem solver, and goal-oriented team player able to work independently.
• Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 (or equivalent). Must meet all FINRA registration requirements within 150 days of starting.
• Life insurance license required; must obtain within 150 days of starting.
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS) before referring clients for mortgage needs, maintain annual registration, and comply with SAFE Act regulations.

Qualifications

• Bachelor’s degree or equivalent experience.

Pay

• Full-time salary range: $88,400.00 - $132,600.00.
• Eligible for discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off (vacation, sick leave, holidays).

Schedule

• Full time.

Primary location: Flushing, New York, United States.