- 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 value-added engagement with clients- High touch, face-to-face 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 follow-up 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 in-branch experience
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 5-8 years of experience
- Bilingual in Cantonese/Mandarin
- 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 self-starter, problem solver and a goal-oriented 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.
- Bachelor's/University degree or equivalent experience
-
Carrier Relationship Manager
2 weeks ago
Zenlayer, Inc Diamond Bar, United StatesWe are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in orde ...
-
Wealth Relationship Manager
3 weeks ago
Citi Diamond Bar, United States**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 cli ...
-
Wealth Relationship Manager
1 day ago
Citi Diamond Bar, United States**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 cli ...
-
Relationship Manager
1 week ago
New Omni Bank N A Rowland Heights, United StatesRelationship Manager (Premier Banker) · Department: Premier Bankers · FLSA Status: Full Time & Exempt · Reports to: EVP, Chief Lending Officer · Location/Branch: Various · Position Summary · Relationship Managers act as principal account managers for new and existing clients. The ...
-
Ventas Key Account Relationship Manager- Los
3 weeks ago
Sales and Merchandising Services Los Angeles, United StatesCBI International is looking for National KAM_ · Objetivo: · Liderar y atender las cuentas claves y/o distribuidores asignados a su cartera, con el objetivo de lograr el cumplimiento de las metas de sell in y sell out, así como también velar por los indicadores de gestión relacio ...
-
Relationship Manager
3 weeks ago
Engaged Ontario, United StatesFull-time contract position - fully remote within the Kingston/Belleville region · **Who We Are** · The Canada Homestay Network Society is a family-run, non-profit society, that has helped tens of thousands of students find a home away from home in Canada. We connect internationa ...
-
Sales and Merchandising Services Los Angeles, United StatesJob Description · Job Description Salary: 6500 · CBI International is looking for National KAM · Objetivo: · Liderar y atender las cuentas claves y/o distribuidores asignados a su cartera, con el objetivo de lograr el cumplimiento de las metas de sell in y sell out, así como tam ...
-
Relationship Manager
1 week ago
Engaged Ontario, United StatesFull-time (30hrs a week) contract position - fully remote in Ottawa, ON. · **Who We Are** · The Canada Homestay Network Society is a family-run, non-profit society, that has helped tens of thousands of students find a home away from home in Canada. We connect international studen ...
-
Relationship Manager
2 weeks ago
Century Business Solutions Irvine, United StatesWe know that we have some of the brightest and most talented associates on our team, and we like to reward them accordingly. If you work at EBizCharge, expect competitive pay, comprehensive health coverage, and career advancement. · Responsibilities: · - Source new sales opportun ...
-
Relationship Manager
3 weeks ago
U.S. Bank National Association Los Angeles, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Relationship Manager
5 days ago
The Pacific Bridge Companies Monrovia, United StatesDo you wish to positively affect the lives of people around the world? · Become part of a different kind of organization - one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through o ...
-
Relationship Manager
1 week ago
Golden Bank NA Alhambra, United StatesJOB SUMMARY · Execute the lending function of the Bank. Follow policies, procedures and objectives for the extension of credit. Maintain and reach for deposit and lending goal which is including but not limited to customer service and operational functions within the division. · ...
-
Relationship Manager
1 week ago
M-1 MERCHANT SERVICES INC Covina, United StatesJob Description · Job DescriptionWe are seeking for a senior-level strategic business partner that is Bilingual in English and Chinese (Mandarin and/or Cantonese), who share ownership for both business strategy and business value results. You will be responsible for ensuring the ...
-
Relationship Manager
1 week ago
M-1 MERCHANT SERVICES INC Covina, United StatesJob Description · Job DescriptionBenefits:Dental insurance · Health insurance · Paid time off · Vision insurance · We are seeking for a senior-level strategic business partner that is Bilingual in English and Chinese (Mandarin and/or Cantonese), who share ownership for both busin ...
-
Dealership Relationship Manager
1 week ago
Automobile Finance Company Ontario, United StatesWe are a growing company seeking a motivated individual. · - Ability to develop and maintain dealer relations. · - Strong communication skills. · *Analytical mind · - Goal driven · Person must have experience in the auto industry lending or retail in finance or desk Must be able ...
-
Wealth Relationship Manager
2 weeks ago
HSBC Arcadia, United States-Job description · Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the peo ...
-
Broker Relationship Manager
2 weeks ago
Equify Financial, LLC Irvine, United States**Position Summary**: · The Broker Relationship Manager is responsible for building and maintaining relationships with brokerage firms and agents to drive business growth. Your role will focus on identifying and pursuing new opportunities, providing exceptional customer service, ...
-
Member Relationship Manager
2 weeks ago
Remedy Place West Hollywood, United States**GENERAL OVERVIEW**: · - Remedy Place is a first-of-its-kind social wellness club that is redesigning the meaning of social self-care. Inside our walls, social life is never sacrificed for the decision to lead a healthy lifestyle. Instead, both are mutually enhanced. Our holisti ...
-
Gcb Relationship Manager
2 weeks ago
Bank of America Los Angeles, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Supplier Relationship Manager
3 weeks ago
American Trading International Inc Los Angeles, United StatesWe are seeking long-term growth and career-minded rock stars to join our team American Trading International, Inc. (ATI) is a service-oriented export trading company providing domestic and international companies the opportunity to import and export products to new and existing m ...
Wealth Relationship Manager - Diamond Bar, United States - Citigroup Inc
Description
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
Qualifications:
Education:
Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Primary Location:
Diamond Bar California United States
Primary Location Full Time Salary Range:
$83, $125,880.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Apr 19, 2024
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.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ) .
View the "EEO is the Law ) " poster. View the EEO is the Law Supplement ) .
View the EEO Policy Statement ) .
View the Pay Transparency Posting )
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.