Senior Financial Relationship Manager
4 days ago
Citi is a global bank that has been in operation for over 200 years. We have a network of connections across hundreds of cities and countries, providing a wide range of financial services to clients worldwide.
Salary:
The estimated annual salary for this role is $120,000 - $180,000 based on industry standards and location.
Job Description:
This Senior Financial Relationship Manager will be responsible for establishing relationships with high-net-worth clients, understanding their financial needs, and recommending Citi's products and services to meet those needs. The successful candidate will also be expected to achieve sales targets, provide exceptional client service, and ensure compliance with regulatory requirements.
Key Responsibilities:
- Proactively approach clients to understand their financial goals and objectives
- Provide personalized financial solutions and recommendations to clients
- Achieve or exceed sales targets
- Maintain strong relationships with existing clients while expanding the client base
Required Skills and Qualifications:
The ideal candidate will have a bachelor's degree and at least 3 years of experience in financial sales and customer service. They must also possess excellent communication and problem-solving skills, as well as proficiency in computer and technology skills.
Benefits:
Citi offers a comprehensive benefits package, including access to telehealth options, health advocates, confidential counseling, and more. Employees are empowered to manage their financial well-being and plan for the future, with opportunities for career growth and professional development.
Other Opportunities:
Citi is an equal opportunity employer and values diversity in the workplace. We welcome applications from qualified candidates who share our commitment to excellence and innovation.
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