Financial Planning and Relationship Manager
hace 4 semanas
We are seeking a highly skilled Financial Planning and Relationship Manager to join our team at Citi.
The ideal candidate will have previous banking experience and a Bachelor's/University degree or equivalent experience.
This is a full-time position with a competitive salary range of $80,000 - $120,000 per year, depending on location and experience.
Responsibilities:- Communicate daily market updates and trading strategies to clients and sales staff.
- Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and introducing suitable products.
- Enhance product knowledge and sales techniques among branch colleagues through regular market updates and technical analysis.
- Work with Branch Managers to set plans to meet financial commitments.
- Drive bankers to meet team goals while maintaining compliance and internal control requirements.
- Maintain good relationships with customers and ensure they have a consistent and superior banking experience.
- Previous banking experience preferred.
- Bachelor's/University degree or equivalent experience.
Citi is an equal opportunity and affirmative action employer. We provide a comprehensive benefits package that includes medical, dental, vision, and retirement savings plans.
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Financial Planning Manager
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