Wealth Relationship Manager – Growth & Financial Planning

Citi; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health and wellness programs

Learning and development resources

Job summary

Citi is seeking a Citigold Relationship Manager in New York, responsible for enhancing client relationships and ensuring compliance with regulations.

The ideal candidate will have a Bachelor's degree, relevant experience, and appropriate financial certifications. This role emphasizes managing customer needs and promoting financial products while maintaining compliance with KYC/AML regulations.

Join us for a rewarding career with comprehensive training and development resources.

Qualifications

• 2-5 years relevant experience in banking or customer relations.
• Mandatory certifications like HKSI Paper 1, 7 & 8, IIQE 1, 2, 3 & 5.
• Professional qualifications such as ECF or Certified Banker preferred.

Responsibilities

• Manage Citigold customer relationships and needs.
• Advise on financial products and services.
• Ensure compliance with regulations and risk management.

Skills

Relationship management

Multi-tasking

Financial product certification

Customer engagement

Education

Bachelor's/University degree

Job description

Citi is seeking a Citigold Relationship Manager in New York, responsible for enhancing client relationships and ensuring compliance with regulations.

The ideal candidate will have a Bachelor's degree, relevant experience, and appropriate financial certifications. This role emphasizes managing customer needs and promoting financial products while maintaining compliance with KYC/AML regulations.

Join us for a rewarding career with comprehensive training and development resources.