Senior Wealth Relationship Manager

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi in Farmingdale, NY is seeking a Wealth Relationship Manager with SAFE Act experience to manage high-net-worth client relationships through comprehensive financial planning and advisory services.

You will identify opportunities, coordinate with product specialists, and conduct high-touch engagement including meetings at preferred locations, seminars, and events. Strong FINRA/insurance compliance and mortgage originator registration are required.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Must meet ALL US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.

Skills

Financial analysis

Verbal communication

Written communication

Attention to detail

Self-starter

Problem solving

Goal-oriented team player

Microsoft Office

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Farmingdale, NY is seeking a Wealth Relationship Manager with SAFE Act experience to manage high-net-worth client relationships through comprehensive financial planning and advisory services.

You will identify opportunities, coordinate with product specialists, and conduct high-touch engagement including meetings at preferred locations, seminars, and events. Strong FINRA/insurance compliance and mortgage originator registration are required.