Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This seasoned professional role applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow. It requires integrating subject matter and industry expertise, understanding how areas collectively integrate, and coordinating with the objectives of the function and overall business. The role evaluates complex issues with substantial potential impact, where developing an approach involves weighing alternatives and balancing conflicting situations using multiple sources of information. It requires strong analytical, communication, and diplomacy skills, often involving informal or formal leadership, coaching, and training.

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.
With the support of product specialists, 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, including high-touch, face-to-face meetings, consistent communication, and access to seminars.
Master referral opportunities to grow the portfolio.
Proactively source, acquire, and expand high-value customer relationships by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate.
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.
Partner with all roles on the branch team to ensure all clients have a positive in-branch experience.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

Requirements

5-8 years of experience.
Strong analytical and financial skills.
Strong verbal and written communication skills.
Organized with strong attention to details.
Knowledge of Microsoft Office (Excel, Outlook, and Word).
Experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
Basic understanding of investment and financial planning strategies preferred.
Must be a self-starter, problem solver, and a goal-oriented team player able to work without direction.
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Skills

Financial Planning
Client Profiling
Discovery
Microsoft Office (Excel, Outlook, and Word)
Money Guide Pro
NaviPlan Select
Investment Strategies
Financial Planning Strategies
Risk Assessment
Regulatory Compliance
KYC/AML
Sales
Client Relationship Management

Location

San Francisco
California
United States

Work Type

Full time

Experience Level

5-8 years

Education Level

Bachelor's/University degree or equivalent experience

Salary/Compensations

$88,400.00 - $132,600.00

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

About the Company

Job Family Group: Private Client Coverage
Job Family: Financial Planning Services

Equal Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.