Citi

Wealth Relationship Manager -Westchester / Crosby

Bronx New York United States · Full-time

Sponsorship not specified$88k-$133kDetected 22 days ago

ExcelLeadershipCommunicationMentoringMicrosoft Office

About the role

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 workflow for the area or function.

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
Partner with all roles on branch team to ensure all clients have a positive in-branch experience.

5-8 years of experience.
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Insurance G roup 1 required.
Bachelor's/University degree or equivalent experience
Strong analytical and financial skills.
Strong verbal and written communication skills.
Organized with strong attention to details.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
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:

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
Basic understanding of investment and financial planning strategies preferred.

View Citi's EEO Policy Statement and the Know Your Rights poster.
For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------

$88,400.00 - $132,600.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Available offerings may vary by jurisdiction, job level, and date of hire.
Please see the requirements listed above. ------------------------------------------------------
For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
Most Relevant Skills

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 citibenefits.com.

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This listing is sourced directly from Citi's careers page and normalized into a canonical job model.