Citi
Wealth Relationship Manager - San Rafael, CA
Citi, San Rafael, California, United States, 94911
Wealth Relationship Manager - San Rafael, CA
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Wealth Relationship Manager - San Rafael, CA
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Citi . Job Overview
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. It involves applying in-depth disciplinary knowledge, developing new techniques, and improving processes within the area or function. The role requires understanding how different areas integrate and contribute to the overall business, evaluating complex issues with significant impact, and using analytical skills to prioritize and validate information. Strong communication and leadership skills are essential, including coaching new recruits and influencing decisions through advice and counsel. Responsibilities
Identify, build, and deepen client relationships to increase wallet share within the affluent and High Net Worth segments, utilizing financial planning and profiling skills. Anticipate complex financial needs and offer tailored solutions using a wide range of products and services. Collaborate with product specialists to understand clients' banking, credit, and investment needs, providing holistic financial solutions. Maintain regular, value-added engagement with clients through face-to-face meetings, communication, and seminars. Utilize referral opportunities to grow the portfolio and proactively source, acquire, and expand high-value relationships. Refer opportunities to segment partners and organize client events to strengthen relationships. Manage client follow-up, ensure compliance with all regulatory and operational procedures, including KYC/AML norms. Partner with the branch team to deliver positive client experiences and assess risk appropriately, ensuring compliance with laws and regulations. Qualifications
5-8 years of relevant experience. Strong analytical, financial, and communication skills. Organized with attention to detail. Proficiency in Microsoft Office; experience with financial planning software preferred. Basic understanding of investment and financial planning strategies. Self-starter, problem solver, goal-oriented, able to work independently. Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66, to be obtained within 150 days of starting. Insurance Group 1 license required, to be obtained within 150 days. Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and maintain the registration annually. Education
Bachelor's degree or equivalent experience. Additional Details
Location: San Rafael, California, United States Salary Range: $88,400 - $132,600 annually Employment Type: Full-time Job Family: Private Client Coverage / Financial Planning Services Benefits include medical, dental, vision, 401(k), insurance, wellness programs, paid time off, and more. Citi is an equal opportunity employer, committed to diversity and inclusion.
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Join to apply for the
Wealth Relationship Manager - San Rafael, CA
role at
Citi . Job Overview
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. It involves applying in-depth disciplinary knowledge, developing new techniques, and improving processes within the area or function. The role requires understanding how different areas integrate and contribute to the overall business, evaluating complex issues with significant impact, and using analytical skills to prioritize and validate information. Strong communication and leadership skills are essential, including coaching new recruits and influencing decisions through advice and counsel. Responsibilities
Identify, build, and deepen client relationships to increase wallet share within the affluent and High Net Worth segments, utilizing financial planning and profiling skills. Anticipate complex financial needs and offer tailored solutions using a wide range of products and services. Collaborate with product specialists to understand clients' banking, credit, and investment needs, providing holistic financial solutions. Maintain regular, value-added engagement with clients through face-to-face meetings, communication, and seminars. Utilize referral opportunities to grow the portfolio and proactively source, acquire, and expand high-value relationships. Refer opportunities to segment partners and organize client events to strengthen relationships. Manage client follow-up, ensure compliance with all regulatory and operational procedures, including KYC/AML norms. Partner with the branch team to deliver positive client experiences and assess risk appropriately, ensuring compliance with laws and regulations. Qualifications
5-8 years of relevant experience. Strong analytical, financial, and communication skills. Organized with attention to detail. Proficiency in Microsoft Office; experience with financial planning software preferred. Basic understanding of investment and financial planning strategies. Self-starter, problem solver, goal-oriented, able to work independently. Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66, to be obtained within 150 days of starting. Insurance Group 1 license required, to be obtained within 150 days. Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and maintain the registration annually. Education
Bachelor's degree or equivalent experience. Additional Details
Location: San Rafael, California, United States Salary Range: $88,400 - $132,600 annually Employment Type: Full-time Job Family: Private Client Coverage / Financial Planning Services Benefits include medical, dental, vision, 401(k), insurance, wellness programs, paid time off, and more. Citi is an equal opportunity employer, committed to diversity and inclusion.
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