Citi Wealth - Wealth Relationship Manager - Rego Park
Core
Senior analyst building and deepening relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior IC Wealth Relationship Manager
Builds
Client relationships and financial portfolios (via careerplan.io/jobs/859020168150-citi-wealth-wealth-relationship-manager-rego-park-at-citi)
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
relationship building, financial planning, client profiling, regulatory compliance, risk assessment, product knowledge, referral management, event organization
Preferred skills
NaviPlan Select, investment strategies
Technologies
NaviPlan Select, Microsoft Office
Responsibilities
Identify and build relationships to gain incremental wallet share; Anticipate complex financial needs and offer solutions; Provide regular high-touch face-to-face engagement; Master referral opportunities to grow portfolio; Organize client events to enhance bonding; Manage client follow-up and adhere to compliance norms; Assess risk and drive compliance with laws and regulations.
Seniority
Senior, hands-on IC