Wealth Relationship Manager | Plainview

Citi • Plainview, NY

2d • $88,400 - $132,600 • Onsite

About The Position

The Wealth Relationship Management (Branch) Senior Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop techniques and improve processes and workflows. The role integrates subject matter and industry expertise, evaluates moderately complex and variable issues, and uses analytical skills to assess information from multiple sources. Strong communication and diplomacy are required. The position regularly takes on informal or formal team leadership, coaches and trains new recruits, and influences decisions through advice, counsel, and services within the area of specialization. The individual's performance directly affects team performance.

The Wealth Relationship Manager builds and deepens relationships with affluent and high-net-worth clients, identifying financial needs and offering holistic solutions. The position provides ongoing client engagement, develops referrals and new client relationships, organizes client events, and ensures compliance with applicable policies and regulations. It is based in Plainview, New York, and is listed as full-time, with a salary range of $88,400 to $132,600. Eligible employees may also receive incentive and retention awards and benefits.

Requirements

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Strong organization and attention to detail.
• Self-starter and problem solver; goal-oriented team player able to work without direction.
• Current US FINRA registration: SIE, Series 6, 63, and 65, or Series 7 and 66, or equivalent.
• Meet all US FINRA registration requirements within 150 days of starting in the role.
• Insurance Group 1 required; meet all Insurance Group 1 requirements within 150 days of starting in the role.
• 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 registration annually, update registration information timely, and provide the identifier to consumers as required.
• 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 to gain incremental wallet share among affluent and high-net-worth clients through financial planning and discovery and profiling.
• Anticipate clients’ complex financial needs and offer solutions using a range of products, services, and tools based on client profiling.
• Recognize clients’ banking, credit, and investment needs and goals, with support from product specialists, and provide holistic financial solutions.
• Engage regularly with clients through high-touch, face-to-face meetings at their preferred locations, consistent communication, seminars, and other value-added services.
• Use referral opportunities to grow the portfolio.
• Source, acquire, and expand high-value customer relationships by maximizing sales and service opportunities.
• Refer clients to appropriate segment partners, including Lending Consultants, Financial Advisors, Small Business Partners, and Relationship Managers.
• Organize client events to enhance client relationships.
• Acquire new clients by converting referral leads.
• Manage client follow-up and comply with regulatory and compliance procedures.
• Adhere 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's reputation and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
• Coach and train new recruits and contribute to team leadership.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life insurance
• Accident insurance
• Disability insurance
• Wellness programs
• Paid time off, including planned vacation and unplanned sick leave
• Paid holidays
• Discretionary and formulaic incentive and retention awards for eligible employees

What This Job Offers

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