Senior HNW Wealth Relationship Manager

Citi; Rockville (MD); Vor Ort; USD 84.000 - 126.000; Vollzeit

Benefits dieser Stelle

Medical benefits

401(k)

Life insurance

Wellness programs

Paid time off

Zusammenfassung

Citi in Rockville, MD is seeking a seasoned Wealth Relationship Manager to identify and deepen client relationships among affluent and high-net-worth clients, delivering holistic financial planning and proactive discovery.

With FINRA registrations and knowledge of investment strategies, you will coordinate with product specialists to tailor solutions, maintain regulatory compliance, and drive high-touch client engagement through frequent meetings and events.

Qualifikationen

• 5-8 years of experience.
• Strong analytical and financial skills.
• Must have FINRA registration or equivalent.
• Knowledge of investment and financial planning strategies.
• Self-motivated, proactive and team oriented.

Aufgaben

• Identify, build and deepen relationships to gain wallet share with affluent and High Net Worth clients using financial planning.
• Anticipate client needs and offer holistic solutions across products and services.
• Collaborate with product specialists to tailor banking and investment solutions.
• Provide regular high-touch engagement with clients through meetings and seminars.
• Refer opportunities to segment partners and expand the client base.
• Organize client events and manage follow-ups while ensuring compliance.
• Maintain KYC/AML compliance and adhere to bank policies.

Kenntnisse

Relationship building

Analytical skills

Communication

Attention to detail

MS Office

Financial planning software

Self-starter

Ausbildung

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Jobbeschreibung

Citi in Rockville, MD is seeking a seasoned Wealth Relationship Manager to identify and deepen client relationships among affluent and high-net-worth clients, delivering holistic financial planning and proactive discovery.

With FINRA registrations and knowledge of investment strategies, you will coordinate with product specialists to tailor solutions, maintain regulatory compliance, and drive high-touch client engagement through frequent meetings and events.