Senior Wealth Relationship Architect

Citigroup Inc.; Chicago (IL); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Wellness programs

Job summary

A leading global financial services firm in Chicago is looking for a Wealth Relationship Manager. This seasoned professional will develop innovative financial solutions for affluent clients, requiring strong analytical skills and excellent communication. Candidates should have 5-8 years of experience and a Bachelor's degree. This full-time role offers competitive compensation, including additional benefits such as medical coverage and 401(k).

Qualifications

• 5-8 years of experience in financial services or related field.
• Current Registration for FINRA series 6, 63, and 65 required.
• Insurance group 1 required; must obtain within 120 days.

Responsibilities

• Build and deepen relationships with affluent clients.
• Provide holistic financial solutions based on client needs.
• Ensure compliance with all regulatory and compliance norms.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Self-starter and problem solver

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select

Job description

A leading global financial services firm in Chicago is looking for a Wealth Relationship Manager. This seasoned professional will develop innovative financial solutions for affluent clients, requiring strong analytical skills and excellent communication. Candidates should have 5-8 years of experience and a Bachelor's degree. This full-time role offers competitive compensation, including additional benefits such as medical coverage and 401(k).