Senior Financial Relationship Manager

hace 1 mes


Xico, México Citi A tiempo completo

At Citi, we're committed to helping our clients achieve their financial goals. As a Senior Financial Relationship Manager, you'll play a critical role in delivering exceptional client service and building long-lasting relationships with our high net worth individuals.

About the Role:

We're seeking a highly motivated and experienced professional to join our team as a Senior Financial Relationship Manager. In this role, you'll be responsible for managing a portfolio of high net worth clients, providing personalized financial guidance and solutions to meet their evolving needs. You'll work closely with our sales teams to develop and implement customized financial plans, leveraging your expertise in risk management and financial planning to ensure our clients' assets are optimized for growth and protection.

Key Responsibilities:

  • Develop and execute comprehensive financial plans for assigned clients, taking into account their unique goals, risk tolerance, and investment objectives
  • Provide expert advice on investment strategies, asset allocation, and retirement planning to help clients achieve their financial aspirations
  • Collaborate with cross-functional teams to deliver tailored financial solutions, including cash management, credit, and securities services
  • Maintain thorough knowledge of market trends, regulatory changes, and industry developments to stay ahead of the curve and provide informed guidance to clients
  • Conduct regular client reviews to assess their financial progress, identify areas for improvement, and adjust their financial plans accordingly

Requirements:

  • 2+ years of experience in wealth management, private banking, or a related field
  • Proven track record of success in client relationship management, with a focus on delivering exceptional service and building strong rapport with high net worth individuals
  • Demonstrated expertise in financial planning, risk management, and investment strategies
  • Strong communication and interpersonal skills, with the ability to effectively engage with clients, colleagues, and other stakeholders
  • Bachelor's degree in a relevant field, such as finance, economics, or business administration

What We Offer:

  • A competitive salary range of $80,000 - $120,000 per year, depending on experience
  • A comprehensive benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off
  • The opportunity to work with a global leader in the financial services industry, with access to cutting-edge technology and innovative products
  • Ongoing training and development opportunities to enhance your skills and advance your career

Citi is an Equal Opportunities Employer:

We welcome applications from diverse candidates who share our commitment to excellence, innovation, and inclusion. If you're passionate about delivering exceptional client service and building lasting relationships, we encourage you to apply for this exciting opportunity.



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