Affluent Wealth Relationship Lead

Citibank (Switzerland) AG; Burbank (CA); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) with company match

Paid time off packages

Job summary

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Burbank, California, to manage affluent client relationships and provide tailored financial solutions. Successful candidates will have strong analytical skills and a minimum of five years' experience, along with required FINRA registrations.

The role involves proactive client engagement, adherence to compliance regulations, and collaboration with team members to enhance service delivery. Competitive salary and employee benefits are included, emphasizing career growth and professional development.

Qualifications

• 5-8 years of experience in related field.
• Requires US FINRA Registration (SIE, Series 6, 63, 65 or similar).
• Must obtain Insurance Group 1 certification within specified time.

Responsibilities

• Identify and deepen client relationships in affluent segments.
• Provide holistic financial solutions based on client profiling.
• Ensure compliance with KYC/AML and other regulatory norms.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with attention to details

Knowledge of Microsoft Office (Excel, Outlook, Word)

Experience using financial planning software

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Burbank, California, to manage affluent client relationships and provide tailored financial solutions. Successful candidates will have strong analytical skills and a minimum of five years' experience, along with required FINRA registrations.

The role involves proactive client engagement, adherence to compliance regulations, and collaboration with team members to enhance service delivery. Competitive salary and employee benefits are included, emphasizing career growth and professional development.