Citi
Citi Wealth at Work - Investment Relationship Officer - Officer
Citi, San Francisco, California, United States, 94199
Citi Wealth at Work - Investment Relationship Officer - Officer
Join to apply for the
Citi Wealth at Work - Investment Relationship Officer - Officer
role at
Citi Citi Wealth at Work - Investment Relationship Officer - Officer
Join to apply for the
Citi Wealth at Work - Investment Relationship Officer - Officer
role at
Citi Get AI-powered advice on this job and more exclusive features. The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process Provide the highest level of customer service and teamwork to our clients Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications Ensure all documentation received is current, accurate and complete. Fulfill all requests in a timely manner Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately Appropriately assess risk when business decisions are made, demonstrating 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.
Qualifications:
2-4 years of relevant experience Prior experience in wealth management or other financial services roles preferred Ability to manage relationships both internal and external Ability to multi-task FINRA SIE, Series 7, Series 66 required
Education:
Bachelor's/University degree or equivalent experience
------------------------------------------------------
Job Family Group:
Private Client Coverage
------------------------------------------------------
Job Family:
Client Onboarding
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
San Francisco California United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$78,320.00 - $109,280.00
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. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Anticipated Posting Close Date:
Mar 20, 2025
------------------------------------------------------
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 Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Citi by 2x Get notified about new Relationship Officer jobs in
San Francisco, CA . Business Relationship Manager I - Officer
San Francisco, CA $151,000.00-$230,000.00 5 days ago Greenbrae, CA $68,640.00-$89,363.00 2 weeks ago Senior Relationship Manager - Director -Managing Director
San Francisco, CA $92,820.00-$109,200.00 5 days ago Uptown Oakland Branch - Relationship Manager
JPMorgan Private Client Relationship Manager – San Francisco, CA
San Francisco, CA $170,000.00-$200,000.00 1 month ago Technical Relationship Manager, Associate
San Francisco, CA $80,000.00-$120,000.00 2 weeks ago Novato, CA $146,730.00-$212,761.00 5 months ago San Francisco, CA $158,010.00-$276,460.00 2 weeks ago Business Banking Relationship Manager-San Francisco
San Francisco, CA $132,260.00-$155,600.00 2 weeks ago Sr. Relationship Manager-Global Commercial Banking (Middle Market - Greater Bay)
San Francisco, CA $140,000.00-$235,000.00 5 days ago Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)
San Francisco, CA $185,000.00-$215,000.00 5 days ago Private Wealth Client Relationship Manager
Oakland, CA $65,000.00-$120,000.00 1 day ago Wealth Relationship Manager - One California Citibank Center
San Francisco, CA $88,400.00-$132,600.00 2 weeks ago J.P. Morgan Advisors - Relationship Manager - San Francisco, CA
Relationship Manager - Tech & Life Sciences San Francisco
Mill Valley, CA $69,000.00-$90,000.00 2 weeks ago Healthcare Business Banking Relationship Manager
San Francisco, CA $124,355.00-$146,300.00 2 days ago San Mateo, CA $65,000.00-$120,000.00 3 weeks ago San Rafael, CA $69,000.00-$90,000.00 1 week ago Commercial Banking Relationship Manager - San Francisco, CA
Public Sector Banking Relationship Manager
San Francisco, CA $110,000.00-$180,000.00 6 months ago Commercial Banking Relationship Manager - San Francisco & Surrounding Areas CA
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
Citi Wealth at Work - Investment Relationship Officer - Officer
role at
Citi Citi Wealth at Work - Investment Relationship Officer - Officer
Join to apply for the
Citi Wealth at Work - Investment Relationship Officer - Officer
role at
Citi Get AI-powered advice on this job and more exclusive features. The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process Provide the highest level of customer service and teamwork to our clients Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications Ensure all documentation received is current, accurate and complete. Fulfill all requests in a timely manner Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately Appropriately assess risk when business decisions are made, demonstrating 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.
Qualifications:
2-4 years of relevant experience Prior experience in wealth management or other financial services roles preferred Ability to manage relationships both internal and external Ability to multi-task FINRA SIE, Series 7, Series 66 required
Education:
Bachelor's/University degree or equivalent experience
------------------------------------------------------
Job Family Group:
Private Client Coverage
------------------------------------------------------
Job Family:
Client Onboarding
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
San Francisco California United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$78,320.00 - $109,280.00
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. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Anticipated Posting Close Date:
Mar 20, 2025
------------------------------------------------------
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 Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Citi by 2x Get notified about new Relationship Officer jobs in
San Francisco, CA . Business Relationship Manager I - Officer
San Francisco, CA $151,000.00-$230,000.00 5 days ago Greenbrae, CA $68,640.00-$89,363.00 2 weeks ago Senior Relationship Manager - Director -Managing Director
San Francisco, CA $92,820.00-$109,200.00 5 days ago Uptown Oakland Branch - Relationship Manager
JPMorgan Private Client Relationship Manager – San Francisco, CA
San Francisco, CA $170,000.00-$200,000.00 1 month ago Technical Relationship Manager, Associate
San Francisco, CA $80,000.00-$120,000.00 2 weeks ago Novato, CA $146,730.00-$212,761.00 5 months ago San Francisco, CA $158,010.00-$276,460.00 2 weeks ago Business Banking Relationship Manager-San Francisco
San Francisco, CA $132,260.00-$155,600.00 2 weeks ago Sr. Relationship Manager-Global Commercial Banking (Middle Market - Greater Bay)
San Francisco, CA $140,000.00-$235,000.00 5 days ago Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)
San Francisco, CA $185,000.00-$215,000.00 5 days ago Private Wealth Client Relationship Manager
Oakland, CA $65,000.00-$120,000.00 1 day ago Wealth Relationship Manager - One California Citibank Center
San Francisco, CA $88,400.00-$132,600.00 2 weeks ago J.P. Morgan Advisors - Relationship Manager - San Francisco, CA
Relationship Manager - Tech & Life Sciences San Francisco
Mill Valley, CA $69,000.00-$90,000.00 2 weeks ago Healthcare Business Banking Relationship Manager
San Francisco, CA $124,355.00-$146,300.00 2 days ago San Mateo, CA $65,000.00-$120,000.00 3 weeks ago San Rafael, CA $69,000.00-$90,000.00 1 week ago Commercial Banking Relationship Manager - San Francisco, CA
Public Sector Banking Relationship Manager
San Francisco, CA $110,000.00-$180,000.00 6 months ago Commercial Banking Relationship Manager - San Francisco & Surrounding Areas CA
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr