Elite Wealth Relationship Manager

Citi; Vienna (VA); In loco; USD 84.000 - 126.000; Tempo pieno

Descrizione del lavoro

Citi in Vienna, VA is seeking a Wealth Relationship Manager SAFE Act to lead high-net-worth client relationships with financial planning and holistic solutions. You will coordinate with product specialists to address complex client needs, and deliver high-touch, in-branch engagement while maintaining strict regulatory standards.

The role requires FINRA registrations, mortgage originator licensing within 150 days, and a Bachelor's degree or equivalent.

Competenze

• 5–8 years of experience in wealth management or related area.
• 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 using financial planning software.
• Must have 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.
• Mortgage loan originator registration with the Nationwide Mortgage Licensing System and Registry (Registry) before referring clients.

Mansioni

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with 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.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- 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 (including Lending Consultants, Financial Advisor, Small Business Partners, Relationship Manager).
• 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.
• 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, driving compliance with laws and Citi policies.

Conoscenze

5-8 years experience

Analytical skills

Strong communication

Detail oriented

FINRA registration within 150 days

Problem solving

Microsoft Office proficiency

Self-starter

Formazione

Bachelor's degree or equivalent experience

Strumenti

Money Guide Pro

NaviPlan Select

Descrizione del lavoro

Citi in Vienna, VA is seeking a Wealth Relationship Manager SAFE Act to lead high-net-worth client relationships with financial planning and holistic solutions. You will coordinate with product specialists to address complex client needs, and deliver high-touch, in-branch engagement while maintaining strict regulatory standards.

The role requires FINRA registrations, mortgage originator licensing within 150 days, and a Bachelor's degree or equivalent.