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Wealth Relationship Manager SAFE Act - Evanston, IL

Citi · Evanston, IL · 2 mo ago
On-siteBusiness Development$78k–$117k/yrFull-time

About the Role

The Wealth Relationship Manager SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes and workflows. This position requires an in-depth understanding of how areas collectively integrate within the sub-function and contribute to the objectives of the function and overall business. The role involves evaluating moderately complex and variable issues, requiring good analytical skills, strong communication, and diplomacy. The individual will regularly assume informal/formal leadership roles, coach and train new recruits, and have a significant impact on project size and geography.

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 and offer solutions through a wide range of products, services, and tools based on client profiling.
  • Recognize and understand clients' banking, credit, and investment needs to provide holistic financial solutions, supported by product specialists.
  • Provide regular value-added engagement with clients, including high-touch, face-to-face meetings, consistent communication, and access to seminars.
  • Master referral opportunities to grow the portfolio and proactively source, acquire, and expand high-value customer relationships.
  • Refer opportunities to segment partners, including Lending Consultants, Financial Advisors, Small Business Partners, and Relationship Managers.
  • Organize client events to enhance client bonding and acquire new clients through converting referral leads.
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures, ensuring strict adherence to KYC/AML and other compliance norms.
  • Partner with branch team roles to ensure a positive in-branch experience for all clients.
  • Assess risk when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations.

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, Word) and experience with financial planning software like NaviPlan Select preferred.
  • Basic understanding of investment and financial planning strategies preferred.
  • Self-starter, problem solver, and goal-oriented team player able to work without direction.
  • US: Current Registration for FINRA Series 6, 63, and 65 required; Series 7 and 66 or equivalent encouraged.
  • Insurance Group 1 required; 120 days to obtain if not already held.
  • Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier before referring clients for mortgage needs.

Education

Bachelor's/University degree or equivalent experience.

Pay

Full Time Salary Range: $78,080.00 - $117,120.00. In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards.

Benefits

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

Location

Primary Location: Evanston, Illinois, United States.

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