Wealth Relationship Manager SAFE Act

About the Position

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community, and make a real impact.

We are currently seeking a Wealth Relationship Manager SAFE Act to join our team in Miami, Florida. This is a seasoned professional role that involves managing affluent client relationships and providing financial planning.

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 sales and service opportunities.
• 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.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on the 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 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.

Requirements

• Experience: 5-8 years.
• Skills:
  • Strong analytical and financial skills.
  • Strong verbal and written communication skills.
  • Organized with strong attention to details.
  • 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.
• Certifications:
  • 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.
  • Life insurance license required.
  • Must meet life insurance license requirement within 150 days of starting in the role.
• Education: Bachelor's/University degree or equivalent experience.

We Offer

• Salary: $72,880.00 - $109,320.00 per year.
• Benefits:
  • Competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
  • Discretionary and formulaic incentive and retention awards.

About the Company

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

For additional information regarding Citi employee benefits, please visit citibenefits.com.

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