Wealth Relationship Manager - Rego Park

Citi • New York, NY

2d • $88,400 - $132,600 • Onsite

About The Position

The Wealth Relationship Manager - Rego Park (Branch) Sr. Analyst SAFE Act is a seasoned professional role. This position applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. It 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 contribute to the objectives of the function and overall business. The role involves evaluating moderately complex and variable issues with substantial potential impact, where the development of an approach or action requires weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Strong analytical, communication, and diplomacy skills are essential. The individual will regularly assume informal or formal leadership roles within teams, and will be involved in coaching and training new recruits. This role has a significant impact on project size and geography by influencing decisions through advice, counsel, and/or facilitating services in their area of specialization. The work and performance of all teams in the area are directly affected by the performance of this individual.

Requirements

• 5-8 years of experience
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, Outlook, and Word)
• 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.
• FINRA Registration requirements if not already held.
• 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.

Nice To Haves

• experience using NaviPlan Select or similar financial planning software preferred
• Basic understanding of investment and financial planning strategies preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of 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 in order 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, but not limited to Lending Consultants and Financial Advisors, Small Business Partners, Relationship Managers, 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 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 particular 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, dental & vision coverage
• 401(k)
• life, accident, and 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