Senior Wealth Relationship Manager

Citigroup Inc.; Chicago (IL); On-site; USD 78,080 - 117,120; 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 looking for a Wealth Relationship Manager based in Chicago, Illinois, to deepen relationships with affluent clients and provide tailored financial solutions. The role requires 5-8 years of experience, strong analytical skills, and relevant financial licensing. Responsibilities include building client relationships, providing holistic financial solutions, and ensuring compliance with regulatory standards. Competitive salary range is $78,080 - $117,120, with comprehensive benefits including medical coverage and paid time off.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office and financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self-starter, problem solver, and goal-oriented team player.
• Current Registration for FINRA series 6, 63, and 65 required.
• Insurance group 1 required; will give time to obtain if not already held.
• Must register as a mortgage loan originator.

Responsibilities

• Build and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide high touch, face-to-face meetings with clients.
• Proactively source and expand high-value customer relationships.
• Organize client events to enhance client bonding.
• Ensure compliance with KYC/AML and other regulations.

Job description

Citigroup Inc. is looking for a Wealth Relationship Manager based in Chicago, Illinois, to deepen relationships with affluent clients and provide tailored financial solutions. The role requires 5-8 years of experience, strong analytical skills, and relevant financial licensing. Responsibilities include building client relationships, providing holistic financial solutions, and ensuring compliance with regulatory standards. Competitive salary range is $78,080 - $117,120, with comprehensive benefits including medical coverage and paid time off.