Wealth Relationship Manager - Anaheim Hills

Citi • Anaheim, CA

1d • $83,920 - $125,880 • Onsite

About The Position

The Wealth Relationship Manager is a seasoned professional role within Citi’s Private Client Coverage group and Financial Planning Services family. The position applies in-depth subject matter and industry knowledge to develop relationships with affluent and high-net-worth clients, understand their financial needs, and provide holistic solutions. The role contributes to process improvements, evaluates complex client and business issues, and uses analytical, communication, and leadership skills to support team and business objectives. It also involves coaching and training new recruits and influencing decisions through advice and client services.

Requirements

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized, with strong attention to detail.
• Self-starter and problem solver; goal-oriented team player able to work without direction.
• Current U.S. FINRA registrations: SIE, Series 6, 63, and 65, or Series 7 and 66, or equivalent.
• Must meet all U.S. 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.
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring interested clients to Citibank for mortgage needs; maintain and renew the registration annually, update registration information on time, and provide the identifier to consumers as required by regulations and Citi policies and procedures.
• Bachelor’s/University degree or equivalent experience.

Nice To Haves

• Knowledge of Microsoft Office, including Excel, Outlook, and Word.
• Experience using Money Guide Pro, NaviPlan Select, or similar financial planning software.
• Basic understanding of investment and financial planning strategies.

Responsibilities

• Identify, build, and deepen relationships with affluent and high-net-worth clients to increase wallet share through financial planning, discovery, and profiling.
• Anticipate clients’ complex financial needs and offer solutions using products, services, and tools suited to their profiles.
• Work with product specialists to understand clients’ banking, credit, and investment needs and goals and provide holistic financial solutions.
• Engage clients regularly through high-touch, face-to-face meetings at their preferred locations, consistent communication, and access to seminars.
• Use referral opportunities to grow the portfolio.
• Proactively source, acquire, and expand high-value customer relationships by maximizing sales and service opportunities.
• Refer appropriate opportunities to segment partners, including Lending Consultants, Financial Advisors, Small Business Partners, and Relationship Managers.
• Organize client events to strengthen client relationships.
• Acquire new clients by converting referral leads.
• Manage client follow-up and comply with regulatory and compliance operating procedures.
• Ensure adherence to KYC/AML and other compliance requirements.
• Partner with branch team members to provide clients with a positive in-branch experience.
• Assess risk in business decisions; safeguard the firm, clients, and assets; comply with applicable laws, rules, regulations, and policies; exercise sound ethical judgment; and transparently escalate, manage, and report control issues.
• Contribute to process and workflow improvements and coach and train new recruits.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including planned vacation, unplanned sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior