Citi
Wealth Relationship Manager- Torrance, CA
Join to apply for the Wealth Relationship Manager- Torrance, CA role at Citi.
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, intuitively 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 client\'s preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high value customer relationships by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and 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 roles on branch team to ensure all clients have a positive in-branch experience.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm\'s reputation and safeguarding Citi, 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.
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, 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.
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.
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.
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 clients to Citi for mortgage needs, to maintain and renew that registration annually, and to provide that identifier to consumers as required by SAFE Act regulations and Citi policies.
Education
Bachelor\'s/University degree or equivalent experience
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full-time
Primary Location:
Torrance, California, United States
Primary Location Full Time Salary Range:
$83,920.00 - $125,880.00
In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages including vacation, sick leave, and holidays. For details, please visit citibenefits.com. Availability may vary by jurisdiction, job level, and date of hire.
Equality notice: Citi is an equal opportunity employer and 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. If you are a person with a disability and need a reasonable accommodation to use our tools or apply, please review Citi\'s Accessibility information and EEO Policy Statement.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Sales and Business Development
Industries
Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x. Get notified about new Relationship Manager jobs in Torrance, CA.
#J-18808-Ljbffr
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, intuitively 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 client\'s preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high value customer relationships by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and 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 roles on branch team to ensure all clients have a positive in-branch experience.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm\'s reputation and safeguarding Citi, 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.
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, 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.
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.
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.
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 clients to Citi for mortgage needs, to maintain and renew that registration annually, and to provide that identifier to consumers as required by SAFE Act regulations and Citi policies.
Education
Bachelor\'s/University degree or equivalent experience
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full-time
Primary Location:
Torrance, California, United States
Primary Location Full Time Salary Range:
$83,920.00 - $125,880.00
In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages including vacation, sick leave, and holidays. For details, please visit citibenefits.com. Availability may vary by jurisdiction, job level, and date of hire.
Equality notice: Citi is an equal opportunity employer and 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. If you are a person with a disability and need a reasonable accommodation to use our tools or apply, please review Citi\'s Accessibility information and EEO Policy Statement.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Sales and Business Development
Industries
Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x. Get notified about new Relationship Manager jobs in Torrance, CA.
#J-18808-Ljbffr