Wealth Relationship Manager — Private Client Advisor

Citibank (Switzerland) AG; Orland Park (IL); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life and disability insurance

Paid time off packages

Job summary

Citibank (Switzerland) AG is looking for a Wealth Relationship Manager in Orland Park, Illinois. The role involves building relationships with high net worth and affluent clients by anticipating their complex financial needs and providing tailored banking, credit, and investment solutions. Ideal candidates will have 5-8 years of relevant experience, strong analytical and communication skills, and necessary FINRA registration. Competitive salary and benefits are included, with a salary range of $78,080 to $117,120.

Qualifications

• 5-8 years of experience in financial services.
• Current US FINRA Registration required (SIE, Series 6, 63, 65 or Series 7 and 66).
• Must complete Insurance Group 1 requirements within 150 days.

Responsibilities

• Build and deepen relationships with affluent clients.
• Anticipate and address complex financial needs of clients.
• Provide regular client engagement through meetings and seminars.

Skills

Analytical skills

Communication skills

Organizational skills

Financial planning strategies

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citibank (Switzerland) AG is looking for a Wealth Relationship Manager in Orland Park, Illinois. The role involves building relationships with high net worth and affluent clients by anticipating their complex financial needs and providing tailored banking, credit, and investment solutions. Ideal candidates will have 5-8 years of relevant experience, strong analytical and communication skills, and necessary FINRA registration. Competitive salary and benefits are included, with a salary range of $78,080 to $117,120.