Wealth Relationship Manager SAFE Act - Washington - Citigroup Inc

    Citigroup Inc
    Citigroup Inc Washington

    1 day ago

    Description

    The Wealth Relationship Manager SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes for the area or function. It requires an understanding of how areas integrate within the sub-function, coordinate with other objectives, and balance complex situations using multiple sources of information.

    This position involves evaluating moderately complex issues with substantial potential impact, requiring good analytical skills to filter and prioritize potentially dynamic material from various sources. Strong communication and diplomacy skills are also necessary for regular informal/formal leadership roles within teams.

    • Identify, build and deepen relationships to gain incremental wallet share of affluent clients through financial planning discovery skills
    • Anticipate client needs offering solutions based on profiling results
    • Prioritize client banking credit investment goals providing holistic advice
    • Bond clients via face-to-face meetings seminars consistent communication
    Data-driven Approach:
    We work closely with product specialists engineers actuaries geeks experts all over Citi®. You will stay up-to-date on regulatory changes trends market analysis just like them
    Please apply online by visiting our official website(keep intact) at www.citibank.com USA Only US only"/a>dAmerica/a>,Job details linked below

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