Wealth Relationship Manager

We are searching for an exceptional Wealth Relationship Manager to join the Citigroup team. This role is an opportunity to work with our high net worth clients and maintain relationships while providing sound financial guidance. As a Wealth Relationship Manager, you will be responsible for providing exceptional service and developing a deep understanding of clients’ financial needs and goals.We are looking for a passionate, detail-oriented professional who is not only well-versed in the financial industry, but also possess excellent communication and relationship management skills. The ideal candidate will have a clear knowledge of banking and investment services with a minimum of 3-5 years of experience in the financial services sector. Additionally, a bachelor’s degree in finance or a related field is preferred. The successful candidate will be able to work independently and collaboratively in a fast-paced team environment. If you have a passion for helping others and a drive to succeed, we want to hear from you!

Responsibilities:

1. Provide exceptional customer service to high net worth clients.
2. Develop a deep understanding of clients’ financial needs and goals.
3. Maintain client relationships while providing sound financial guidance.
4. Possess a clear knowledge of banking and investment services.
5. Develop and execute customized financial plans for clients.
6. Remain current on financial market trends and regulations.
7. Collaborate with other team members in a fast-paced environment.
8. Communicate effectively with clients to ensure their satisfaction.
9. Monitor and track client portfolios.
10. Research and recommend appropriate financial products and services.

According to JobzMall, the average salary range for a Wealth Relationship Manager in Los Angeles, CA, USA is $87,000 - $162,000 per year. This is based on the salaries of current job postings for this position on the site.

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.