Wealth Relationship Manager - Spanish River

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 – high touch, face-to-face meetings at the client’s preferred location, consistent communication, and access to seminars. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high-value customer relationships by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to, Lending Consultants, 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. 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 Citi, 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. Qualifications 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) and experience using Money Guide Pro, 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. 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. 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. The employee must maintain and renew that registration on an annual basis, update registration information with the Registry in a timely manner, and provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience. Additional Details Primary Location: Boca Raton, Florida, United States. Primary Location Full Time Salary Range: $72,880.00 - $109,320.00. In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. The firm offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi