Elite Wealth Relationship Manager

Citigroup Inc.; Evanston (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

Citigroup Inc. is seeking an experienced Wealth Relationship Manager in Evanston, Illinois, to enhance client relationships and financial service offerings. Candidates should have 5-8 years of experience, strong analytical skills, and effective communication abilities. Compliance with financial regulations is critical. This role involves identifying affluent clients' needs, managing engagements, and adhering to regulatory requirements. Competitive benefits include health coverage, 401(k), and wellness programs.

Qualifications

• 5-8 years of experience in a related field.
• Must have current Registration for FINRA series 6, 63, and 65.
• Insurance group 1 required; must obtain certification within 120 days if not already held.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer tailored solutions.
• Provide regular client engagement through meetings and seminars.
• Manage client follow-up adhering to compliance procedures.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Proficient in Microsoft Office (Excel, Outlook, Word)

Self-starter and problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

NaviPlan Select or similar financial planning software

Job description

Citigroup Inc. is seeking an experienced Wealth Relationship Manager in Evanston, Illinois, to enhance client relationships and financial service offerings. Candidates should have 5-8 years of experience, strong analytical skills, and effective communication abilities. Compliance with financial regulations is critical. This role involves identifying affluent clients' needs, managing engagements, and adhering to regulatory requirements. Competitive benefits include health coverage, 401(k), and wellness programs.