High-Touch Wealth Relationship Manager

Citibank (Switzerland) AG; Miami (FL); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

A major financial services provider in Miami seeks a Wealth Relationship Manager to deepen relationships with affluent clients. The ideal candidate will have 5-8 years of financial planning experience and hold necessary US FINRA registrations. This role involves providing tailored financial solutions and engaging clients through regular face-to-face meetings. Strong analytical and communication skills are essential, along with the ability to work independently and within a team environment. Competitive salary and benefits are offered.

Qualifications

• 5-8 years of experience in financial planning.
• Current US FINRA Registration required (SIE, Series 6, 63, and 65 or Series 7 and 66).
• Life insurance license needed within 150 days of starting.

Responsibilities

• Build and deepen client relationships in the affluent and High Net Worth segment.
• Offer holistic financial solutions based on client profiling.
• Conduct face-to-face meetings and engage clients regularly.

Skills

Analytical skills

Financial skills

Communication skills

Organizational skills

Problem-solving

Attention to detail

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

A major financial services provider in Miami seeks a Wealth Relationship Manager to deepen relationships with affluent clients. The ideal candidate will have 5-8 years of financial planning experience and hold necessary US FINRA registrations. This role involves providing tailored financial solutions and engaging clients through regular face-to-face meetings. Strong analytical and communication skills are essential, along with the ability to work independently and within a team environment. Competitive salary and benefits are offered.