Wealth Relationship Manager SAFE Act - Key Biscayne job opportunity at Citibank.

Bachelor's (B.Sc.)

Key Biscayne, Florida, United States Of America

Key Biscayne, ..........United States Of America

#Identify, #Build, and #Deepen #Relationships to gain #IncrementalWalletShare of the #Affluent and #HighNetWorth segment with #FinancialPlanning and excellent #Discovery and #ProfilingSkills. #Anticipate the #ComplexFinancialNeeds of the #Client and offer #Solutions through a wide range of #Products, #Services, and #Tools based on #ClientProfiling. With the support of #ProductSpecialists, intuitively #Recognize and #Understand a #Client's #Banking, #Credit, and #InvestmentNeeds and #Goals to provide #HolisticFinancialSolutions. Provide regular #ValueAddedEngagement with #Clients - #HighTouch, #FaceToFace #Meetings at #ClientPreferredLocation, #ConsistentCommunication, access to #Seminars, etc. #Master #ReferralOpportunities to grow #Portfolio. #Proactively #Source, #Acquire, and #Expand #HighValueCustomerRelationships by #Maximizing #Sale and #ServiceOpportunities. #Refer #Opportunities to #SegmentPartners where appropriate (including, but not limited to #LendingConsultants, #FinancialAdvisor, #SmallBusinessPartners, #RelationshipManager, etc.). #Organize #ClientEvents to enhance #ClientBonding. #Acquire #NewClients through #ConvertingReferralLeads. #Manage #ClientFollowUp and adhere to all #Regulatory and #Compliance #OperatingProcedures. Ensure that #KYC, #AML, and other #ComplianceNorms are strictly adhered. #Partner with all #Roles on #BranchTeam to ensure all #Clients have a #PositiveInBranchExperience. #Appropriately #AssessRisk when #BusinessDecisions are made, demonstrating consideration for the #FirmReputation and #Safeguarding #Citigroup, its #Clients, and #Assets, by driving #Compliance with #ApplicableLaws, #Rules, and #Regulations, adhering to #Policy, applying #SoundEthicalJudgment regarding #PersonalBehavior, #Conduct, and #BusinessPractices, and #Escalating, #Managing, and #Reporting #ControlIssues with #Transparency.