A seasoned professional role focused on managing relationships with affluent and High Net Worth segments through financial planning, discovery, and providing holistic financial solutions.
Compensation
Primary Location Full Time Salary Range: $78,080.00 - $117,120.00
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.
Requirements
Bachelor's/University degree or equivalent experience
Nice to have: NaviPlan Select
Nice to have: Investment and financial planning strategies
Senior professional managing relationships with affluent and high net worth clients, providing financial planning and banking solutions.
Compensation
$78,080.00 - $117,120.00
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 and 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.
Requirements
Bachelor's/University degree or equivalent experience
Seasoned professional managing affluent and high net worth client relationships, providing holistic financial solutions and ensuring compliance with regulatory requirements.
Compensation
$78,080.00 - $117,120.00
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
Provide regular value-added engagement with clients through high touch, face-to-face meetings
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship
Requirements
Bachelor's/University degree or equivalent experience
Senior analyst managing wealth relationships for affluent and high net worth clients, providing comprehensive financial planning and advisory services.
Compensation
Primary Location Full Time Salary Range: $88,400.00 - $132,600.00
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Requirements
Bachelor's/University degree or equivalent experience
A seasoned professional role focused on building and deepening relationships with the affluent and High Net Worth segment, providing financial planning and holistic financial solutions.
Compensation
$83,920.00 - $125,880.00
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services, and tools
Provide regular value-added engagement with clients - High touch, face-to-face meetings at client's preferred location
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship
Requirements
Bachelor's/University degree or equivalent experience
Nice to have: Microsoft Office (Excel, Outlook, and Word)
Nice to have: Money Guide Pro
Nice to have: NaviPlan Select
Nice to have: Investment and financial planning strategies
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.
Compensation
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
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.
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.
Requirements
Bachelor's/University degree or equivalent experience
Senior analyst in Wealth Relationship Management focusing on affluent and high net worth clients, providing comprehensive financial planning and advisory services.
Compensation
$78,080.00 - $117,120.00
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship
Requirements
Bachelor's/University degree or equivalent experience
Senior analyst in Wealth Relationship Management focusing on affluent and high net worth clients, providing comprehensive financial planning and advisory services.
Compensation
$78,080.00 - $117,120.00
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship
Requirements
Bachelor's/University degree or equivalent experience
Nice to have: basic understanding of investment and financial planning strategies
