Wealth Relationship Manager

Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration. Ensure coverage of all relationships through customer engagements, risk profiling and financial planning. Organize CG customer events to enhance customer bonding. Acquire new CitiGold customers through converting referral leads.

According to JobzMall, the average salary range for a Wealth Relationship Manager in 120 W Broadway, New York, NY 10013, USA is between $60,000 and $100,000 per year. This range can vary depending on the size of the firm, the experience of the candidate, and the specific duties and responsibilities of the job.

Citigroup, Inc. is a global financial services holding company specializes in banking and financial solutions. It offers a range of products and services among individuals, corporations, governments and institutions such as savings, checking, online banking, individual retirements accounts, credit cards; personal, student, and commercial real estate loans, cash management services, home equity, and bill consolidation, as well as online banking services, cash management, transactions, trade, securities, and fund services.