Wealth Relationship Manager - Palm Springs

Citi • Palm Springs, CA

9d • $78,080 - $117,120 • Onsite

About The Position

The Wealth Relationship Manager - Palm Springs (Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act) is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. This role integrates subject matter and industry expertise within a defined area, requiring a deep understanding of how various components collectively integrate within the sub-function and coordinate to achieve the objectives of the function and the overall business. The position involves evaluating moderately complex and variable issues with substantial potential impact, where the development of an approach or action requires weighing alternatives and balancing potentially conflicting situations using multiple sources of information. Strong analytical, communication, and diplomacy skills are essential. The role often involves assuming informal or formal leadership within teams, coaching and training new recruits, and significantly influencing decisions through advice, counsel, and facilitation within the area of specialization. The performance of all teams in the area is directly affected by the individual's performance.

Requirements

• 5-8 years of experience.
• 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).
• Must be a self-starter, problem solver, and a goal-oriented team player able to work without direction.
• 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.
• Insurance Group 1 required.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
• Bachelor's/University degree or equivalent experience.

Nice To Haves

• Experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software.
• Basic understanding of investment and financial planning strategies.

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, including high-touch, face-to-face meetings at the client's preferred location, consistent communication, and access to seminars.
• Master referral opportunities to grow the portfolio.
• Proactively source, acquire, and expand high-value customer relationships by maximizing sales and service opportunities.
• Refer opportunities to segment partners where appropriate, including Lending Consultants, Financial Advisors, Small Business Partners, and other Relationship Managers.
• 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 to.
• 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.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life insurance
• Accident insurance
• Disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

What This Job Offers

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