Senior Wealth Relationship Manager

Citi; Evanston (IL); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) participation

Paid time off packages

Job summary

Citi is seeking a Wealth Relationship Manager to enhance client relationships and provide tailored financial solutions. Located in Evanston, Illinois, this role demands strong analytical skills and proactive client engagement.

The successful candidate will have 5-8 years of experience in finance and must be detail-oriented. Benefits include competitive salary and comprehensive employee benefits package.

Qualifications

• 5-8 years of experience in a financial role.
• Strong analytical and financial skills are essential.
• Must have strong verbal and written communication skills.
• Detail-oriented and organized.
• Self-starter; can work without direction.

Responsibilities

• Identify and build relationships with affluent clients.
• Provide tailored financial solutions based on client needs.
• Engage with clients through regular meetings and events.
• Ensure compliance with regulatory and operational procedures.
• Assist in managing client follow-up and relationships.

Skills

Analytical skills

Financial skills

Communication skills

Detail-oriented

Problem-solving

Team player

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager to enhance client relationships and provide tailored financial solutions. Located in Evanston, Illinois, this role demands strong analytical skills and proactive client engagement.

The successful candidate will have 5-8 years of experience in finance and must be detail-oriented. Benefits include competitive salary and comprehensive employee benefits package.