Citi Trends

Wealth Relationship Manager - Hillsdale

SAN MATEO, California, United States of America · Full-time

Sponsorship not specified$40k-$132kDetected 2 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.) 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.
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.
Integrates subject matter and industry expertise within a defined area.
Strong communication and diplomacy skills required.
Bachelor's/University degree or equivalent experience ------------------------------------------------------

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.

Our automated processing and AI do not involve relying on automatic or autonomous decision-making.
Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
View Citi's EEO Policy Statement and the Know Your Rights poster.

$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.

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 Trends's careers page and normalized into a canonical job model.