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Wealth Relationship Manager SAFE Act - Dearborn & Washington

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Citi

15d ago

  • Job
    Full-time
    Senior Level
  • Banking & Finance
  • Chicago

AI generated summary

  • You need 5-8 years of experience, strong analytical and financial skills, communication skills, and FINRA licenses. Must be self-motivated, detail-oriented, and hold a Bachelor's degree or equivalent. Get mortgage loan originator registration within 120 days.
  • You will build relationships with affluent clients, provide financial solutions, refer opportunities to partners, manage follow-up, and ensure compliance for Citigroup.

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) and 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
  • FINRA license: Group 1 Insurance, SIE, Series 6, 63+65, Life and Health licenses required - with 120 days to obtain Life & Health – Candidates with 7&66 are welcome to apply
  • 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.
  • Education:
  • Bachelor's/University degree or equivalent experience

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- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
  • Master referral opportunities to grow portfolio.
  • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, 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 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.

FAQs

What are the required licenses for this position?

FINRA license: Group 1 Insurance, SIE, Series 6, 63+65, Life and Health licenses are required for this position. Candidates with 7&66 are also welcome to apply.

What software knowledge is preferred for this role?

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software is preferred.

What is the education requirement for this position?

A Bachelor's/University degree or equivalent experience is required for this position.

What are the main responsibilities of a Wealth Relationship Manager SAFE Act?

The main responsibilities include building and deepening relationships with affluent and High Net Worth clients, providing holistic financial solutions, organizing client events, managing client follow-up, ensuring compliance with regulatory norms, and maximizing sale and service opportunities.

How many years of experience are required for this role?

5-8 years of experience is required for this position.

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

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