Wealth Relationship Manager

Responsibilities

• Identify, build, and deepen relationships with affluent and High Net Worth clients to increase wallet share.
• Anticipate complex financial needs and offer holistic solutions through a wide range of products, services, and tools.
• Provide high-touch engagement, including face-to-face meetings and regular communication, to ensure client satisfaction.
• Proactively source and acquire new high-value customer relationships through referrals and networking.
• Partner with segment specialists, such as Lending Consultants and Financial Advisors, to meet client goals.
• Ensure strict adherence to all regulatory, compliance, KYC/AML, and operating procedures.
• Manage client follow-ups and organize client events to enhance relationship bonding.

Requirements

• 5-8 years of professional experience in wealth management or a related financial field.
• Strong analytical and financial planning skills.
• Excellent verbal and written communication skills with high attention to detail.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 (or must meet requirements within 150 days).
• Insurance Group 1 certification required (or must meet requirements within 150 days).
• Bachelor's degree or equivalent professional experience.
• Proficiency in Microsoft Office (Excel, Outlook, Word).

Preferred Qualifications

• Experience using financial planning software such as Money Guide Pro or NaviPlan Select.
• Basic understanding of investment and financial planning strategies.
• Ability to work independently as a self-starter and goal-oriented team player.

Benefits

• Competitive salary range.
• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs and paid time off (vacation, sick leave, and holidays).

About the Company

Citi is a global financial services leader with a team of more than 230,000 dedicated people. We provide a wide range of financial products and services to clients across various segments, offering opportunities for professional growth and community impact.