Wealth Relationship Manager - Temple City, CA job opportunity at Citibank.

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Citibank Wealth Relationship Manager - Temple City, CA
Experience: 5-years
Pattern: full-time
Country:
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Salary:
Status:

Manager

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degreeBachelor's (B.Com.)
loacation Poway, Temple City, California, United States Of America
loacation Poway, Temple ..........United States Of America

Discover your future at #Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. __ 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 client's preferred location, consistent communication, access to seminars, etc. __ 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 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 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, safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations. __ Apply sound ethical judgment regarding personal behavior, conduct, and #business practices, and escalate/report control issues with transparency.

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