Wealth Relationship Manager - Westlake Village, United States - Citi

Citi
Citi
Verified Company
Westlake Village, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Responsibilities:


  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of 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 in order to provide holistic financial solutions.
  • Provide regular valueadded engagement with clients
  • High touch, facetoface 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.
  • Acquire new clients through converting referral leads.
  • Manage client followup and adhere to all Regulatory and Compliance operating procedures
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Partner with all roles on branch team to ensure all clients have a positive inbranch experience

Qualifications:


  • 58 years of experience
  • Strong analytical and financial skills
  • Strong verbal and written communication skills
  • Organized with strong attention to detail
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred
  • Must be a selfstarter, problem solver and a goaloriented team player able to work without direction
  • US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply.
  • Insurance group 1 required; will give 120 days to obtain if not already held.
  • 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.

Education:


  • Bachelor's/University degree or equivalent experience
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Job Family Group:

Private Client Coverage

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Job Family:

Financial Planning Services

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Time Type:

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Primary Location:

Westlake Village California United States
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Primary Location Full Time Salary Range:
$83, $125,880.00

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Anticipated Posting Close Date:

Apr 15, 202- Citi is an equal opportunity and affirmative action employer.


Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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