Citi
Wealth Relationship Manager- Mill Valley/Tiburon, CA
Citi, Mill Valley, California, us, 94942
Wealth Relationship Manager - Mill Valley/Tiburon, CA
Responsibilities : 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. 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, recognize and understand a client\'s banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-added engagement with clients – high touch, face-to-face meetings at the client\'s preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow the portfolio. Proactively source, acquire and expand high-value customer relationships by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including Lending Consultants, Financial Advisors, 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. Partner with all branch team roles to ensure a positive in-branch experience. Appropriately assess risk when making business decisions, driving compliance with applicable laws, rules and regulations, and escalating, managing and reporting control issues with transparency. Qualifications : 5-8 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, Word) and experience using Money Guide Pro, NaviPlan Select, or similar financial planning software preferred. Basic understanding of investment and financial planning strategies preferred. 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. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required; must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. Registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier before referring clients to Citibank for mortgage needs; maintain and renew registration annually and provide the identifier to consumers as required by SAFE Act regulations and Citi policies. Education : Bachelor\'s/University degree or equivalent experience Legal and compliance notes: Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Job details : Location: Mill Valley, California, United States Employment type: Full-time Job function: Sales and Business Development Industries: Banking, Financial Services, and Investment Banking
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Responsibilities : 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. 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, recognize and understand a client\'s banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-added engagement with clients – high touch, face-to-face meetings at the client\'s preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow the portfolio. Proactively source, acquire and expand high-value customer relationships by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including Lending Consultants, Financial Advisors, 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. Partner with all branch team roles to ensure a positive in-branch experience. Appropriately assess risk when making business decisions, driving compliance with applicable laws, rules and regulations, and escalating, managing and reporting control issues with transparency. Qualifications : 5-8 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, Word) and experience using Money Guide Pro, NaviPlan Select, or similar financial planning software preferred. Basic understanding of investment and financial planning strategies preferred. 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. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required; must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. Registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier before referring clients to Citibank for mortgage needs; maintain and renew registration annually and provide the identifier to consumers as required by SAFE Act regulations and Citi policies. Education : Bachelor\'s/University degree or equivalent experience Legal and compliance notes: Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Job details : Location: Mill Valley, California, United States Employment type: Full-time Job function: Sales and Business Development Industries: Banking, Financial Services, and Investment Banking
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